Broker Check

Our Team

Magnus Wealth Management has a team of financial professionals, led by President and CEO Vincent Anderson, to ensure that all options to provide for your future goals are thoroughly explored. Our team consists of financial advisors, financial planners, legal counsel, compliance associates, and support staff to ensure that your portfolio is crafted in the Magnus way. Our staff makes every effort to maintain the highest level of professional competence available by spending several weeks each year attending professional seminars and workshops.

 

More information about these investment professionals may be found at BrokerCheck.finra.org.

Kimberli Casner

Senior Vice President & General Counsel

(814) 461-1003

Kimberli is a Regional Director of Cetera Advisor Networks LLC.

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Robert Pfahl, CFP®, CRPS®, QKA®

Sr. Compliance Associate

(814) 461-1003

Robert is an OSJ Branch Manager of Cetera Advisor Networks LLC.

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Kayte Kocher

Advisory Operations Manager

(814) 461-1003

David Rosenblatt*

Director, Investment Strategies

(814) 461-1003

*David Rosenblatt is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by David is no way related to Cetera Advisor Networks LLC or its registered representatives.

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Rob Hinson, CFA®

Director, Investment Operations & Trading

(814) 461-1003

Robert is a Registered Administrative Assistant of Cetera Advisor Networks LLC.

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Ron Lutz

Director, Technology

(814) 461-1003