A Kentucky native, growing up in Eastern Kentucky, Roy Wagner, CFP® is a CFS Financial Advisor at the University of Kentucky Federal Credit Union since joining our team in 2012. Roy has earned the CERTIFIED FINANCIAL PLANNER™ designation and this mark comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. You can learn more about the CFP® marks by going to http://www.letsmakeaplan.org/. He enjoys building strong relationships with our members; helping them focus on all parts of their financial lives, including retirement planning and wealth management. Roy holds the Finra Series 7 and 66 and is licensed for life and health insurance in Kentucky. In his spare time, Roy enjoys spending time with his family which includes his three sons and wife. He enjoys the outdoors and often visits the Red River Gorge and Cave Run Lake with his family.
Roy is securities licensed in KY, CO, FL,IN, MD, MA, MO, NC, OH, PA, TX, WA, VA.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Check the background of this investment professional on FINRA's BrokerCheck
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.