Chris Wagner, CFP®

Chris Wagner is a Wealth Advisor in Minneapolis. Chris built his advisory practice inside the planning function, spending years in the firm’s Advanced Planning Group developing integrated wealth management plans for client families. That foundation continues to shape his approach today, allowing him to provide thoughtful, comprehensive advice tailored to each client’s unique goals and circumstances. Chris combines deep planning expertise with a commitment to responsive communication and personalized service, helping families navigate important financial decisions and life transitions with confidence.

Chris joined the Minneapolis team in 2017 after supporting financial planning at another Twin Cities advisory firm, and he has worked in financial services since 2011. He is a CERTIFIED FINANCIAL PLANNER® professional and earned his Bachelor of Business Administration with a focus on Finance and Financial Planning from the University of Minnesota Duluth.

Outside of work, Chris enjoys spending time with his wife, two children, and dog, traveling, golfing, running, and coaching his children’s sports teams. Whether he’s helping clients pursue their financial goals, exploring new destinations with his family, or cheering from the sidelines, Chris values building meaningful relationships and creating experiences that enrich life both today and for future generations.