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Jason Brian Wagner

Chief Operations OfficerCenter for Financial Planning IncCRD 8040828

About Jason Brian Wagner

Jason Brian Wagner is listed as Chief Operations Officer at Center for Financial Planning Inc in Southfield, MI. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Center for Financial Planning Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Brian Wagner work?

Jason Brian Wagner is listed as Chief Operations Officer at Center for Financial Planning Inc on SEC Form ADV.

How much of Center for Financial Planning Inc does Jason Brian Wagner own?

Form ADV reports a beneficial ownership band of Under 5%.

Center for Financial Planning Inc

TitleChief Operations Officer
OwnershipUnder 5%
Control personYes
Since2025