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National Financial Alliance Institutional Services

 210.737.7800  Toll Free: 1.800.460.8505  admin@tnfa.net
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  2. Clone of KRISTEN WAGNER

Clone of KRISTEN WAGNER

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KRISTEN WAGNER
Chief Operating Officer and Partner
Phone: 
210.737.7800
E-mail: 
kwagner@tnfa.net

 

 

PRACTICE AREAS

  • Head of operations
  • Business owner and succession planning

EDUCATION

  • B.B.A. in finance from Southwest Texas State University in San Marcos, Texas

CERTIFICATIONS

  • Series 6 
  • Series 7
  • Series 63
  • Series 24
  • Series 65
  • Life and Health Insurance License

Kristen graduated from Southwest Texas State University in 2003 with a Bachelor of Business Administration degree in finance, Magna Cum Laude. She holds her Life and Health Insurance license with National Financial Alliance. She holds her Series 6, 7, 63, and 24 licenses with LPL Financial. She holds her Series 65 registration with Strategic Financial Concepts, LLC. Kristen became partner of NFA and SFC in 2016.

Kristen joined the firm in 2004 where she worked as an advisor for the organization, in the education and family market. In 2007, she accepted the role of director of operations for Strategic Financial Concepts, LLC - our RIA firm. She accepted the role of Chief Operating Officer in 2010, where she currently oversees all four operational divisions. She is constantly providing education and knowledge to the staff to help them excel with our firm. Her goal is to continue growing NFA Wealth Management, NFA Institutional Services, and Strategic Financial Concepts divisions.

Kristen married Brian Wagner in 2009. Together they are very active in the San Antonio community. In August 2012, Kristen and Brian welcomed a son, Dylan. In December 2018, Savanna Wagner was born.

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Contact info

  •   6800 Park Ten Blvd. Ste. 130E, San Antonio, TX 78213
  •   210.737.7800
  •   Toll Free: 1.800.460.8505
  •   admin@tnfa.net

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts LLC, NFA Wealth Management, National Financial Alliance, NFA Institutional Services and NFA Insurance are separate entities from LPL Financial. 

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, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TX, UT, VA, WA, WI.

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