CUSTOMER EXPERIENCE AT C.T. BAUER COLLEGE OF BUSINESS
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  • Home
  • About
    • Faculty & Leadership
    • Academic Overview
  • Register
    • Register Now
    • Pay Now
  • Individuals
    • Curriculum
    • In-Class Program
    • Online Program
    • Program FAQ
  • Custom Programs
  • Testimonials

  Advisory Panel Member Profile

Kristen Wagner
Chief Operating Officer
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Areas of Expertise:
Your Customers, Their Journey, Customer First Culture, Accelerate & Improve Decisions with Data
Kristen Wagner graduated from Southwest Texas State University in 2003 with a Bachelor of Business Administration degree in finance, Magna Cum Laude. She holds her Life and Health Insurance license with National Financial Alliance. She holds her Series 6, 7, 63, and 24 licenses with LPL Financial. She holds her Series 65 registration with Strategic Financial Concepts, LLC. Kristen became partner of NFA and SFC in 2016.

Kristen joined the firm in 2004 where she worked as an advisor for the organization, in the education and family market. In 2007, she accepted the role of director of operations for Strategic Financial Concepts, LLC - our RIA firm. She accepted the role of Chief Operating Officer in 2010, where she currently oversees all four operational divisions. She is constantly providing education and knowledge to the staff to help them excel with our firm. Her goal is to continue growing NFA Wealth Management, NFA Institutional Services, and Strategic Financial Concepts divisions.

Kristen married Brian Wagner in 2009. Together they are very active in the San Antonio community. In August 2012, Kristen and Brian welcomed a son, Dylan and in December 2018 welcomed a daughter, Savanna.

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11807 Westheimer Road  Suite 550
PMB 945
Houston, TX 77204-6021


Contact Us

Joanne Healy -Manager, Special Programs
Email: jhealy@cougarnet.uh.edu
Phone: (972) 325-6923



Katherine Baskin -Manager, Special Programs
​Email: kbaskin@cougarnet.uh.edu
Phone:
713-730-2649

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