CATHY A. WAGNER, CFP, RIA

CATHY A. WAGNER, CFP, RIA of PALM HARBOR, FL is an SEC-registered investment adviser (CRD 141583).

Registration

• CRD: 141583
• Type: Registered investment adviser
• Location: 2662 WEST LAKE ROAD, PALM HARBOR, FL, 34684
• Phone: 727-789-3691
• Latest filing: 2026-04-07
• Clients: 5

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141583 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search