DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S••••• J• W•••••

W••••• P•••••••independent RIALake Oswego, Ordual registrantIAPD 4407622

Certified Financial Planner

Feed of 09/14/2026

Also filed as S••••• Jean Gaskill

At current firm

4 y

since May 18, 2022

In the industry

25 y

since Aug 27, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFPreportedwagnerplanning.comas printed on the bio page, Sep 16, 2026
Professional profile: wagnerplanning.com/sandra-wagnerreportedwagnerplanning.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

W••••• P••••••• independent RIA current
since May 18, 2022 · Lake Oswego, Or
S••••••••• A•••••• A•••••••• I••• former
Nov 6, 2020 to May 31, 2022 · Lake Oswego, Or
K•• F•••••••• S•••••••• I•• former
Nov 1, 2017 to Nov 6, 2020 · Seattle, Wa
S•• I••••••••• I••• former
Mar 20, 2009 to Nov 1, 2017 · Portland, Or
M••••• S•••••• D• I••• unclassified
Apr 17, 2003 to Aug 29, 2005 · Lake Oswego, Or

Moves

a registration end followed by a registration begin elsewhere

S••••••••• A•••••• A•••••••• I••• to W••••• P•••••••
left May 31, 2022, registered May 18, 2022 (-13 days) · Affiliated broker-dealer or bank to a newly registered adviser
K•• F•••••••• S•••••••• I•• to S••••••••• A•••••• A•••••••• I•••
left Nov 6, 2020, registered Nov 6, 2020 (0 days) · corporate re-registration, not a move
S•• I••••••••• I••• to K•• F•••••••• S•••••••• I••
left Nov 1, 2017, registered Nov 1, 2017 (0 days) · Other
M••••• S•••••• D• I••• to S•• I••••••••• I•••
left Aug 29, 2005, registered Mar 20, 2009 (1299 days) · Other

Signals

S••••• J• W••••• left S••••••••• A•••••• A•••••••• I••• for W••••• P••••••• (registered 2022-05-18)
May 31, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address