Brian Wagenbach, CFP®, CWS®

VP - Branch Manager

+1 952-820-2073

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Branch Manager, Charles Schwab, 1999-present
  • Financial Consultant, Charles Schwab, 1997-1999
  • Investment Representative, IAI Mutual Funds, 1995-1997

Education

  • BA, Communications, Trinity University

Personal interests and affiliations

  • FBI Citizens Academy Alumnus
  • Financial Matters Ambassador with BestPrep
  • Youth hockey coach
  • Volunteer at 2nd Harvest Heartland Foodshelf

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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