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clientservice@wlisinvest.com

Pleasant Hill Office

3478 Buskirk Avenue Suite 333

Pleasant Hill, CA 94523

Phone: 925.930.7176

Fax: 925.930.6668

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Wagner Loftin Investment Services LLC

Office: 925.930.7176

Fax: 925.930.6668

3478 Buskirk Avenue

Suite 333

Pleasant Hill, CA 94523

clientservice@wlisinvest.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Wagner Loftin Investment Services LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Wagner Loftin Investment Services LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wagner Loftin Investment Services LLC unless a client service agreement is in place.

*Securities offered through SagePoint Financial (SPF), Inc., member FINRA & SIPC. Investment advisory services offered through Wagner Loftin Investment Services LLC, a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or traditional insurance services offered are independent of SagePoint Financial, Inc. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not offer tax or legal advice.

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A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable, exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Form CRS- Client Relationship Summary