Isaiah Wagner (CRD# 7655567) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Orbisonia, PA and has 1 year of experience in the finance industry.
CRD# 3242786
Sterling Wealth And Retirement Services, LLC
CRD# 4837485
Cuso Financial Services
CRD# 4581631
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amanda Jenkins' Insurance Agency | Orbisonia, PA | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp | Orbisonia, PA | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Osbisonia, PA | Apr 2024 - Current | < 1 |
| State Farm Vp Managment Corp | Burnham, PA | Nov 2022 - Apr 2024 | 1 |
| Dan Bennett Insurance Agency | Burnham, PA | Dec 2020 - Apr 2024 | 3 |
| Full Time Student | Mifflintown, PA | Aug 2011 - May 2021 | 9 |
| Lowes | Lewistown, PA | May 2020 - Aug 2020 | < 1 |
| Pennsylvania Dept Of Transportation | Mifflintown, PA | May 2019 - Aug 2019 | < 1 |
| Pennsylvania Dept Of Transportation | Mifflintown, PA | May 2018 - Aug 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- PA
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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