Sam E. Wagner, CFP®
Investment Adviser Representative
Sam is an Associate Advisor at Prosperity Advisors based out of the Carmel, Indiana office. Sam joined the team in February of 2022 as part of a merger of Comprehensive Retirement Solutions LLC. Sam started his career in reception at CRS as part of their advisor development program and quickly earned his Series 7TO, 66 and life and health licenses. In November of 2021 Sam obtained his CFP® certification. He meets with clients individually in addition to supporting several advisors in a co-advisor and support advisor capacity. Currently he is studying for the first level of his CFA exam, which he scheduled to take in August of 2023, and he looks forward to implementing the advanced portfolio knowledge gained from the studies of the designation with his clients.
Sam attended DePauw University in Greencastle, Indiana where he graduated with a Bachelor of Arts in Economics with a concentration in Finance. While at DePauw he was a member of the Beta Theta Pi Fraternity and a member/captain of the NCAA Men's Swimming and Diving Team.
Although he's spent most of his adult life in Indiana, Sam's roots are in Ohio where he grew up rooting for the Cleveland Indians, Cleveland Browns, and Columbus Blue Jackets. And if you ask him, he says his veins still run Scarlett and Grey for Ohio State. In his free time Sam enjoys spending his time with his friends and family traveling the world, drinking a 21+ beverage, and discussing sports, science, and history. Fun facts about Sam are that he grew up with 3 dachshunds and his prized possessions are his cast-iron skillet and his Insta-Pot.
Office Locations: Carmel, IN