Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® Email and Phone Number
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We want you to build your future confidently. That is why we focus on sophisticated planning and financial education. We have developed a reputation for educating both individuals and businesses within our community and across the country.At Waggoner Financial, we believe in a team approach. We have found our clients prefer a team that can meet their unique needs with different expertise, backgrounds, and personalities. There is always a member of our team with an answer to your question and ready to help.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We pride ourselves in being, not just your advisor, but your accountability partner.Our team has you, your family, and your business as our top priority.While we pride ourselves on being deeply-rooted in the Greater Lansing, Michigan community, we provide services to clients across the country. GOAL-FOCUSED HOLISTIC PLANNINGWe start by determining each client’s unique goals. Based on goals, we work with our clients on a comprehensive financial plan which reflects:➙ General Savings Strategies➙ Risk Management➙ Benefits Evaluation➙ Investment Planning➙ Tax Planning➙ Retirement Planning➙ Estate Planning➙ Business PlanningOur mission is to turn goals into possibilities, and possibilities into reality.Call us today: (517) 853-3367.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Waggoner Financial are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Waggoner Financial
View- Website:
- waggoner-group.com
- Employees:
- 19
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Chief Executive OfficerWaggoner FinancialMeridian Charter Township, Mi, Us
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Assistant ProfessorMichigan State University - The Eli Broad College Of Business Aug 2017 - PresentEast Lansing, Mi, Us -
FounderWaggoner Financial Jan 2008 - PresentLansing, Michigan, Us
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Managing PartnerWaggoner Financial Jul 2019 - Jul 2023Lansing, Michigan, UsWe want you to build your future confidently. That is why we focus on sophisticated planning and financial education. We have developed a reputation for educating both individuals and businesses within our community and across the country.At Waggoner Financial, we believe in a team approach. We have found our clients prefer a team that can meet their unique needs with different expertise, backgrounds, and personalities. There is always a member of our team with an answer to your question and ready to help.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We pride ourselves in being not just your advisor, but your accountability partner.Our team has you, your family, and your business as our top priority.While we pride ourselves in being deeply-rooted in the Greater Lansing, Michigan community, we provide services to clients across the country. GOAL-FOCUSED HOLISTIC PLANNINGWe start by determining each client’s unique goals. Based on goals, we work with our clients on a comprehensive financial plan which reflects:➙ General Savings Strategies➙ Risk Management➙ Benefits Evaluation➙ Investment Planning➙ Tax Planning➙ Retirement Planning➙ Estate Planning➙ Business PlanningOur mission is to turn goals into possibilities, and possibilities into reality.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Waggoner Financial are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.waggoner-group.com.Call us today: (517) 853-3367.
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Managing Director | East Lansing, MiNorthwestern Mutual Jan 2012 - Jul 2019Milwaukee, Wi, UsAt Northwestern Mutual, we've been helping clients achieve financial security for more than 160 years. Join our team in carrying on that tradition. Here you'll have access to training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. As you build impactful relationships with clients and help them build a plan to achieve their financial goals throughout life, you'll be solidifying your own financial future too. Hard work is valued and rewarded with opportunities for growth and exceptional income potential. ► Our East Lansing office and I will help you:✔ Build a practice from the ground up with support from mentors and training tools.✔ Guide clients through a financial planning process that reflects our belief that over a lifetime most people will experience many different financial needs and circumstances. After assessing your clients’ needs, you will recommend and provide investment products and insurance solutions to help meet their financial security goals.Join My Team of Financial Professionals✉ eric.waggoner@waggoner-group.com☎ 517.853.3003☛ waggonerfinancialgroup.com ►You may have just found the career for you, if:✔ You want a company that values varied experiences and perspectives✔ You think hard work should be recognized and rewarded✔ Teamwork and collaboration are important to you✔ You are looking for a fast-paced, highly productive environmentWe want people with different backgrounds and work experience, including but not limited to: financial services, sales, educators, military veterans and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills and are a self-starter who is motivated and has had personal success. -
Wealth Management AdvisorNorthwestern Mutual Aug 2007 - Jun 2019Milwaukee, Wi, UsDo you care about the future success of your family? Of course you do!That’s why my team here in East Lansing is dedicated to helping you and your family reach its fullest potential. We genuinely want to help you get off the treadmill of life and focus on the things that are truly important to you in the long term. Our clients will tell you they feel a sense of accomplishment in their future after leaving our office.Our experience working with dedicated and intelligent executives, physicians, and business owners has given us the tools to successfully plan for any kind of future — one that may even need to change along the way.►Whether you need✔portfolio construction✔investment analysis✔management consulting✔insurance solutions✔estate planningWe’ve got the team of experts who can collaborate to craft the perfect all-encompassing financial plan tailored to meet your needs.What separates the Waggoner Financial Group is our experience and scope of planning - simply unrivaled. We utilize a strong team approach, adding the talent needed to give you a wealth management plan that is truly all-inclusive and of top quality. A short story about myself:In 2008, I left academia to pursue a career in business. I started my firm working out of my bedroom and now in 2017 I’m leading one of the most successful advising teams in the country.That’s the same level of dedication I utilize to ensure all my clients have a financial plan that sets them up for a prosperous future. I truly believe that the efforts we put into helping others is directly proportionate to what we get back, which is why I see financial advising as an incredibly mutually beneficial endeavor.If you’re ready to ensure a future of financial success for yourself and your family, you’re well off in the care of our East Lansing team.✉ eric.waggoner@nm.com☎ 517.853.3003☛ waggonerfinancialgroup.com
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ProfessorLansing Community College Jun 2001 - May 2010Lansing, Mi, UsMathematics | Physics
Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® Skills
Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® Education Details
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New York UniversityGlobal Finance -
Michigan State UniversityMathematics
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Michigan State UniversityMathematics
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Michigan State UniversityAstrophysics
Frequently Asked Questions about Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®
What company does Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® work for?
Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® works for Waggoner Financial
What is Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s role at the current company?
Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s current role is Chief Executive Officer.
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Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s direct phone number is +151740*****
What schools did Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® attend?
Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® attended New York University, Michigan State University, Michigan State University, Michigan State University.
What skills is Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® known for?
Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® has skills like Management, Finance, Wealth Management, Public Speaking, Securities, Customer Service, Budgets, Financial Services, Leadership, Financial Planners, Networking, Estate Planning.
Who are Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s colleagues?
Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s colleagues are Ankit Jalan, Carolyn Bemrich, Matthew Thompson, Jordan Bowman, Tobin Zeluff, Caitlin Farra, Sandra Wang.
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