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Samuel Emerson Wagner

Wealthguides LLC

Indianapolis, IN

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Current Employers
Wealthguides Llc

5915 N. College Ave Ste 208, Indianapolis, IN 46220 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-01-21
OH RA APPROVED 2026-01-15
  • IN RA
    APPROVED
    Since 2026-01-21
  • OH RA
    APPROVED
    Since 2026-01-15

Branch Locations

5915 N. College Ave Ste 208, Indianapolis, IN 46220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Park National Bank Newark OH 06/2017 08/2017
Depauw University Greencastle IN 08/2016 01/2018
Depauw University Greencastle IN 08/2014 05/2018
Valeo Financial Advisors Carmel IN 08/2018 12/2018
Comprehensive Retirement Solutions Carmel IN 03/2019 03/2022
Cetera Advisors Denver CO 03/2019 01/2020
Crs Tax Solutions Carmel IN 03/2019 02/2023
Cetera Advisors Llc Denver CO 01/2020 03/2024
Prosperity Advisors, Llc Overland Park KS 03/2022 03/2024
Wealthguides Llc Indianapolis IN 02/2024 Present
  • 06/2017 → 08/2017
    Park National Bank
    Newark, OH
  • 08/2016 → 01/2018
    Depauw University
    Greencastle, IN
  • 08/2014 → 05/2018
    Depauw University
    Greencastle, IN
  • 08/2018 → 12/2018
    Valeo Financial Advisors
    Carmel, IN
  • 03/2019 → 03/2022
    Comprehensive Retirement Solutions
    Carmel, IN
  • 03/2019 → 01/2020
    Cetera Advisors
    Denver, CO
  • 03/2019 → 02/2023
    Crs Tax Solutions
    Carmel, IN
  • 01/2020 → 03/2024
    Cetera Advisors Llc
    Denver, CO
  • 03/2022 → 03/2024
    Prosperity Advisors, Llc
    Overland Park, KS
  • 02/2024 → Present
    Wealthguides Llc
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-13
  • S66 Uniform Combined State Law Examination
    2020-05-13
Designations

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
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