Justin J. Wagner, AIF® 1
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Notable

  • Accredited Investment Fiduciary®

  • 9 Years of Financial Services Experience

  • 2016 Committee Member of Boys and Girls Club of Kentuckiana Golf Classic

  • Leukemia and Lymphoma Society Man of the Year, 2015

Contact

  • (678) 797-3782

  • Email Justin

Justin J. Wagner, AIF®
Client Relationship Manager, Retirement Services

Justin J. Wagner, AIF®, is a Client Relationship Manager for Retirement Services at Henssler Financial, working closely with Senior Consultant for Retirement Services, Scott Brown, MBA, CFS®, business owners, and plan trustees to design qualified retirement plans and provide ongoing services to the Plan Sponsor, Trustee, and participants. Mr. Wagner helps companies manage all aspects of their 401(k) plans, including investment line-up, cost-analysis, fee benchmarking, participant education, and plan design.

Prior to joining Henssler Financial, Mr. Wagner was with Morgan Stanley Wealth Management for nine years beginning as an intern, and then spent six years serving as a Financial Adviser managing portfolios and building lasting relationships with his clients. During his tenure at Morgan Stanley, Mr. Wagner became a 401(k) specialist, helping clients establish 401(k) plans or manage their existing plans.

Mr. Wagner earned a Bachelor of Business Administration in Finance from the University of Kentucky. He earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies (Fi360), which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

Justin J. Wagner, AIF® 1

Justin J. Wagner, AIF®
Client Relationship Manager, Retirement Services

  • Download Bio

Justin J. Wagner, AIF®, is a Client Relationship Manager for Retirement Services at Henssler Financial, working closely with Senior Consultant for Retirement Services, Scott Brown, MBA, CFS®, business owners, and plan trustees to design qualified retirement plans and provide ongoing services to the Plan Sponsor, Trustee, and participants. Mr. Wagner helps companies manage all aspects of their 401(k) plans, including investment line-up, cost-analysis, fee benchmarking, participant education, and plan design.

Prior to joining Henssler Financial, Mr. Wagner was with Morgan Stanley Wealth Management for nine years beginning as an intern, and then spent six years serving as a Financial Adviser managing portfolios and building lasting relationships with his clients. During his tenure at Morgan Stanley, Mr. Wagner became a 401(k) specialist, helping clients establish 401(k) plans or manage their existing plans.

Mr. Wagner earned a Bachelor of Business Administration in Finance from the University of Kentucky. He earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies (Fi360), which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

Notable

  • Accredited Investment Fiduciary®

  • 9 Years of Financial Services Experience

  • 2016 Committee Member of Boys and Girls Club of Kentuckiana Golf Classic

  • Leukemia and Lymphoma Society Man of the Year, 2015

Contact

  • (678) 797-3782

  • Email Justin

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