John Wagner
Education:
John attended The University of Iowa in Iowa City and graduated with a Bachelors of Business with an emphasis in Marketing.
Experience:
John has over 15 years of experience in the Financial Services Industry. He takes a holistic approach when preparing a financial plan. In addition to investment accounts, John examines the various elements that make up the clients' total wealth framework taking into account mortgages, tax strategies, health care, long-term care and estate planning.
Credentials:
- Series 6 Investment Company Products/Variable Contracts Representative Examination
- Series 63 Uniform Securities Agent State Law
- Life and Health Insurance Licenses
- Series 6 and 63 securities registrations held through LPL Financial
Personal Life:
In John’s free time he enjoys spending time with his nine grandchildren, raising and training Paint and Quarter Horses, hosting horse shows at Cattle Congress, and working alongside his wife Diane serving the community through his church.
Get in touch!
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |