WAGNER LOFTIN INVESTMENT SERVICES LLC
CRD #109770 SEC #801-63145 PLEASANT HILL, CA 925-930-7176
SEC Registered
Total AUM
$478.5M
Discretionary
$478M
Employees
7
Clients
0
Accounts
1,031
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUINTU, GERALD, GILBERTO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | OWNER | E | Control |
| WAGNER, RONALD, JOSEPH | I | OWNER | E | Control |
| WAGNER, RONALD, JOSEPH | I | SOLE PROPRIETOR | E | Control |
| WAGNER, RONALD, JOSEPH | I | OWNER | E | Control |
| WAGNER, RONALD, JOSEPH | I | OWNER | E | Control |
| WAGNER, RONALD, JOSEPH | I | OWNER | E | Control |
| WAGNER, RONALD, JOSEPH | I | OWNER | E | Control |
| WAGNER, RONALD, JOSEPH | I | OWNER | E | Control |
| WAGNER, RONALD, JOSEPH | I | OWNER | E | Control |
Registrations
Federal
IA
Apr 2, 2025 REGISTERED
Notice Filings (6)
CA FL LA NY TX WA
Address
3478 BUSKIRK AVENUESUITE 333
PLEASANT HILL, CA 94523
United States
Phone: 925-930-7176