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Benjamin Wagner

Advisor at Mass Mutual Investors Services

Updated today

Location

Findlay, OH 45840

Credentials

Series 66

Industry experience

3 years

About

Benjamin Wagner is a financial advisor with MassMutual Investors Services in Findlay, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to his current role beginning in 2022, he worked at Northstar Bluescope Steel and Toledo Refining Company. Wagner is also an insurance agent involved in life, disability, long-term care, fixed annuities, and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning relationships.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

1265 Fostoria Avenue, Suite A

Findlay, OH 45840

Most active in

Ohio

Work history

Mass Mutual Investors Services

2022 - Present (4 years)

MassMutual Life Insurance Company

2022 - Present (4 years)

Northstar Bluescope Steel

2020 - 2022 (2 years)

Unemployed

2020 - 2020 (1 year)

Toledo Refining Company

2018 - 2020 (2 years)

DTE Energy Fermi II NPP

2017 - 2017 (1 year)

Frito Lay

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Findlay, OH

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Findlay, OH

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PFS™

Findlay, OH

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Bradley T

Series 65

Findlay, OH

Tonjes Financial Group

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Ryan G

CFP®, Series 63, Series 65

Findlay, OH

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Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

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Scott H

CFP®, Series 63, Series 65

Findlay, OH

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Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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