Samuel
Wagner
Cetera Advisors LLC
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About this Advisor
Samuel Wagner is a certified financial planner who works in Carmel, Indiana with a total of 3 years of industry experience. Wagner is currently employed by Cetera Advisors LLC. Over the course of their career, Wagner has held roles at Moundbuilders Country Club, Park National Bank, Depauw University, Valeo Financial Advisors, Traveling, Comprehensive Retirement Solutions, Granville High School, Cetera Advisors, Crs Tax Solutions, Comprehensive Retirement Solutions (Crs) and Prosperity Advisors, LLC. Wagner holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Indiana and Texas. Cetera Advisors LLC is a registered investment business that has its headquarters in Englewood, CO. It has offices in 692 locations and a total of 1,047 people on staff. It handles $21 billion in assets under management between its 90,646 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 294 charities and foundations. Of its 90,646 customer accounts, 26% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Cetera Advisors LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Cetera Advisors LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Samuel Wagner Work History
Samuel has been registered as a financial advisor for 3 years.*
Prosperity Advisors, LLC
Cetera Advisors
Comprehensive Retirement Solutions (Crs)
Comprehensive Retirement Solutions
Cetera Advisors
Crs Tax Solutions
Valeo Financial Advisors
Traveling
Park National Bank
Depauw University
Moundbuilders Country Club
Depauw University
Granville High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Advisors LLC
Westborough, MA
Belmar, NJ
Boca Raton, FL
Missoula, MT
San Diego, CA
Saint Louis, MO
Lake Oswego, OR
Franklin, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
