Michael Wagner

As one of Joseph Gunnar's most experienced Financial Consultants, I realize that each client's financial picture is different, and that priorities change depending on time horizon, how they accumulated their wealth, and long and short-term goals. I help each of my clients develop a strategy tailored to their unique needs and goals.

Joseph Gunnar is highly selective in the quality of Financial Consultants it employs. Financial Consultants must possess strong leadership capabilities, yet also be able to function as an integral part of a financial advisory team, knowing when to draw on the experience and knowledge of specialists. Above all, they understand the expectations of our most affluent clients and are committed to meeting those expectations.

Check the background of this professional on FINRA’s BrokerCheck.

Areas of Focus

  • Equities
  • Fixed Income
  • Retirement Planning
  • Private Equity

Military Experience

  • 1991 - Graduated from the Military Intelligence School - Fort Devens, MA
  • 1991 - Awarded a U.S. Top Secret Security Clearance
  • 1992 - Awarded the Army Achievement Medal for National Security
  • 1992 - Graduated Air Assault School
  • 1994 - Honorable Discharge

Qualifications and Licenses Held

  • Over 2 decades experience in the Financial Services Industry
  • Series 7 - General Securities Representative
  • Series 4 - Options Principal
  • Series 24 - General Securities Principal
  • Series 63 - Uniform State Law
  • Series 65 - Uniform Investment Advisor
  • Life and Health Insurance Agent
  • Harvard Business School Online Certificate in Financial Accounting

Awards & Recognition

Michael Wagner joined Joseph Gunnar & Co., LLC in 2009. Michael was selected by the Joseph Gunnar & Co. partners as the Quarter 4 winner of the Inner Circle Recognition Award. The company started this program to recognize a top achieving staff member who stands out with their exceptional performance backed by loyalty and commitment to the Joseph Gunnar brand. He Is a graduate of the U.S Military Intelligence School in Massachusetts, served in the United States Army active duty in the 732nd Military Intelligence Battalion and is also a Wartime Veteran. He has received the Army Achievement Medal for a critical matter of National Defense and graduated Air Assault School at the top of his class. He is best known for his attention to detail, loyalty, work ethic, and his ability to set goals as well as to train and lead others. Mike holds many licenses within the Securities Industry including the Series 7, 63, 65, 4, 24 as well as being a licensed Life and Health insurance agent. He also completed an 8-week, 60-hour online certificate program from Harvard Business School. This course teaches the fundamentals of financial accounting from the ground up. Participants learn how to prepare and interpret financial statements—the balance sheet, income statement, and cash flow statement—and calculate and interpret critical ratios. The course concludes with an introduction to forecasting and valuation. Financial Accounting was developed by leading Harvard Business School faculty and is delivered in an active learning environment based on the HBS signature case-based learning method.