PRACTICE AREAS
Head of operations
Business owner and succession planning
EDUCATION
B.B.A. in finance from Southwest Texas State University in San Marcos, Texas
CERTIFICATIONS
Series 6
Series 7
Series 63
Series 24
Series 65
Life and Health Insurance License
Kristen graduated from Southwest Texas State University in 2003 with a Bachelor of Business Administration degree in finance, Magna Cum Laude. She holds her Life and Health Insurance license with National Financial Alliance. She holds her Series 6, 7, 63, and 24 licenses with LPL Financial. She holds her Series 65 registration with Strategic Financial Concepts, LLC. Kristen became partner of NFA and SFC in 2016.
Kristen joined the firm in 2004 where she worked as an advisor for the organization, in the education and family market. In 2007, she accepted the role of director of operations for Strategic Financial Concepts, LLC - our RIA firm. She accepted the role of Chief Operating Officer in 2010, where she currently oversees all four operational divisions. She is constantly providing education and knowledge to the staff to help them excel with our firm. Her goal is to continue growing NFA Wealth Management, NFA Institutional Services, and Strategic Financial Concepts divisions.
Kristen married Brian Wagner in 2009. Together they are very active in the San Antonio community. In August 2012, Kristen and Brian welcomed a son, Dylan. In December 2018, Savanna Wagner was born.
Licensed in the following states: Texas