Level 15

And some authorities don't realize the name is Wagnalls, with no apostrophe -- Mr. Wagnalls was a college classmate of Mr. Funk.  

"Wealth Management" is a generic term that I suspect is used by some boutique broker in a 100% commission arrangement with a firm that provides a minimum of supervision.  When I come across one of those I use the FINRA BrokerCheck to see what kind of record the person has.  Of course it doesn't do much good to point this out to a client, because if you can't trust your broker, who can you trust? And the individual is invariably a stellar salesperson.  

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