Wagner Loftin Investment Services LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 109770
- SEC number
- 801-63145
- Firm type
- RIA
- Assets under management
- $396.4M as of Mar 25, 2026
- Website
- wlisinvest.com ↗
- Phone
- 925-930-7176
- Address
- 3478 Buskirk Avenue, Pleasant Hill, CA, 94523
Advisors at this firm
6 in our index · page 1 of 1
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Sheena Ann CulpCRD 5549809 · Pleasant Hill, CAIA RegisteredBroker
-
Gerald Gilberto GuintuCRD 4173908 · Pleasant Hill, CAIA RegisteredBroker
-
Jill Ann GuintuCRD 2590790 · Pleasant Hill, CAIA RegisteredBroker
-
Mark Christopher LoftinCRD 2221091 · Pleasant Hill, CAIA RegisteredBroker
-
Steve Don LoftinCRD 2262113 · Pleasant Hill, CAIA RegisteredBroker
-
Ronald Joseph WagnerCRD 2109102 · Pleasant Hill, CAIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 109770 ↗
FINRA BrokerCheck record for firm CRD 109770 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.