Our Team
Alex Jacob
Financial Assistant
Alex Jacob graduated from the University of North Dakota in 2021 and has been with Wagner Financial Services since 2023. As a financial assistant, he is committed to providing organized, responsive support to clients and advisors....
Brandon Wagner
Financial Advisor
Brandon Wagner graduated from the University of Mary in 2005 with a Bachelor of Science major in both Business Administration and Accounting. In May of 2007, Brandon joined Wagner Financial Services. Brandon focuses his practice mostly...
Donavon Wagner
Registered Representative
Donavon Wagner has been in the Financial Services Industry for the past 36 years and is owner of Wagner Financial Services Inc. Donavon primarily works with small businesses and families in retirement planning to help them attain their...
Rebecca Duben
Administrative Assistant
Rebecca oversees daily operations, supports the advisory team, coordinates client service, and helps ensure efficient processes and compliance. She is committed to providing exceptional service in a welcoming environment.
Sam Wagner
Financial Advisor
Steve Jacob
Registered Representative
Steve Jacob has been in the business of helping people with their financial affairs for 28 years. Steve specializes in financial services and Long-Term Care Insurance. Through his innovative techniques Steve provides each of his...
Zach Wagner
Registered Representative
Zach Wagner has worked with Wagner Financial Services since 2014. Zach is knowledgeable in the areas of retirement strategies, 401K Rollover, Mutual Funds & Investments, Education Funding, and Life Insurance.
