Skip Wagner

Skip Wagner

Chartered Life Underwriter

Since 1972, Skip has been associated with Integrated Financial Network. He is passionate about helping his clients create a financial life based on safety and security. Skip wants to guide everyone to a path that allows possibly lower taxes and more tax-free income over time. This begins with asking the right questions, then listening carefully to understand what is important to his clients presently. Skip wants his clients to enjoy life with more liquidity, use and control of their money and to potentially leave a legacy for those they care about. 

Professional Services

  • Tax-Favored Wealth Accumulation/Preservation*
  • Tax-Advantaged Retirement Planning*
  • Life Insurance Planning
  • Disability Income Insurance
  • Business Insurance Planning


  • Florida State University
    • B.A., International Affairs
  • The American College
    • Chartered Life Underwriter (CLU)
  • FINRA Licensing, Series 6

Civic and Charitable Affiliations

  • Disabled American Veterans
  • Crayons to Computers

Military Service
U.S. Army Officer, 1968-1972
Duty posts in the United States, Okinawa and Vietnam

Skip has been married to his wife Karen since 1979 and they have one son.

Skip enjoys writing articles, reading, listening to music, working out at the “Y” and relaxing with friends and family.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794. 

*Tax and/or legal advice is not offered by Skip Wagner. Please consult with your tax professional for additional guidance regarding tax-related matters.

Phone 513-794-5074
Fax 513-794-1096