Christopher M. Wagner

Wealth Advisor
CFP®
Vector Wealth Management

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Chris Wagner serves as a Wealth Advisor at Vector Wealth Management. He is also a member of Vector’s Advanced Planning Group , which develops client centered and integrated wealth management solutions.

Chris joined Vector Wealth Management in 2017. Prior to joining Vector , Chris worked with a Twin Cities investment advisory firm as a Financial Planning Assistant. Chris has been in the financial services industry since 2011.

Chris earned a Bachelor of Business Administration degree with a focus on Finance and Financial Planning from the University of Minnesota – Duluth.

Mr. Wagner holds the following designations:

  • CERTIFIED FINANCIAL PLANNER® professional

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Articles

Featured
The Power of Family Meetings: Building Trust, Clarity, and a Lasting Legacy
Chris Wagner
The Power of Family Meetings: Building Trust, Clarity, and a Lasting Legacy
Chris Wagner

Vector advisor Chris Wagner explores how intentional conversations about values, goals, and financial plans can empower every family member, foster trust, and ensure everyone is rowing in the same direction. (podcast)

Chris Wagner
Your Fall Financial Checklist: 5 Simple Tasks
Chris Wagner
Your Fall Financial Checklist: 5 Simple Tasks
Chris Wagner

As the year winds down, fall is the perfect season to check in on your finances and clear away clutter. These five simple tasks—from reviewing beneficiaries to organizing key documents—can help you start the new year with clarity and confidence.

Chris Wagner
Minnesota Veterans Pantry, Charitable Giving and Financial Planning
Chris Wagner
Minnesota Veterans Pantry, Charitable Giving and Financial Planning
Chris Wagner

Tom Lyons—a Vietnam-era U.S. Air Force veteran, M&A advisor, and passionate philanthropist—shares how his military service inspired founding the Minnesota Veterans Pantry. (podcast hosted by Chris Wagner)

Chris Wagner
Treat Yourself: Why Intentional Spending Matters in Retirement
Communications
Treat Yourself: Why Intentional Spending Matters in Retirement
Communications

If you’re hesitant to spend—even when your plan says you can—you’re not alone. This episode explores how small, intentional choices can help shift the mindset from saver to spender, adding comfort, joy, and purpose to your retirement.

Communications
Financial Planning Tips for a New Year
Chris Wagner
Financial Planning Tips for a New Year
Chris Wagner

Vector Advisor Chris Wagner discusses key financial planning topics for the new year, including Required Minimum Distributions (RMDs), tax-smart giving strategies like Qualified Charitable Distributions (QCDs) and donor-advised funds. The new year marks a great reminder to review account beneficiaries and ensure your financial plan is on track. (podcast)

Chris Wagner
Trusts, Beneficiaries, and Financial Planning
Chris Wagner
Trusts, Beneficiaries, and Financial Planning
Chris Wagner

Vector’s Chris Wagner discusses intra-generational wealth transfer, offering practical insights to help ensure a seamless transition of assets. Topics range from the importance of beneficiary designations to the nuanced roles of wills and trusts.

Chris Wagner
Savings Strategies for College and Beyond with Chris Wagner
Chris Wagner
Savings Strategies for College and Beyond with Chris Wagner
Chris Wagner

Wealth Advisor Chris Wagner, CFP®, shares valuable insights on college savings strategies, covering everything from 529 plans to the flexibility of UTMA accounts. Learn how to maximize your education savings and make informed financial decisions for your family's future.

Chris Wagner
529 College Savings Plan and SECURE 2.0
Chris Wagner
529 College Savings Plan and SECURE 2.0
Chris Wagner

We are talking about 529s today because the new SECURE 2.0 Act now allows these tax-advantaged accounts to convert to a Roth IRA. Chris Wagner, a wealth advisor at Vector, joins Jason to discuss.

Chris Wagner
Get Organized With Your Medical Information
Jason Ranallo
Get Organized With Your Medical Information
Jason Ranallo

October is the national "Organize Your Medical Information Month," and what better way to celebrate than to discuss living wills and advance directives.

Jason Ranallo
4 Proactive Tax Planning Tips
Chris Wagner
4 Proactive Tax Planning Tips
Chris Wagner

Tax planning isn’t just about filing once a year. It’s also about protecting your wealth and assets for the future, including retirement and estate planning.

Chris Wagner
Planning for Education Expenses? Start Early
Chris Wagner
Planning for Education Expenses? Start Early
Chris Wagner

Student debt is at a record high with approximately one million people defaulting on their college loans every year, according to a report from the Urban Institute, a nonprofit research organization. With the cost of an education likely continuing to grow, planning for a child’s or grandchild’s education may be more important now than ever. 

Chris Wagner

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.