Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®
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Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® Email & Phone Number

Chief Executive Officer at Waggoner Financial
Location: Okemos, Michigan, United States 7 work roles 4 schools
1 work email found @waggoner-group.com 5 phones found area 517, 248, and 866 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email e****@waggoner-group.com
Direct phone (517) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Waggoner Financial
Role
Chief Executive Officer
Location
Okemos, Michigan, United States
Company size
19 employees

Who is Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®? Overview

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Quick answer

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® is listed as Chief Executive Officer at Waggoner Financial, a company with 19 employees, based in Okemos, Michigan, United States. AeroLeads shows a work email signal at waggoner-group.com, phone signal with area code 517, 248, 866, and a matched LinkedIn profile for Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®.

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® previously worked as Assistant Professor at Michigan State University - The Eli Broad College Of Business and Founder at Waggoner Financial. Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® holds Master Of Science - Ms, Global Finance from New York University.

Company email context

Email format at Waggoner Financial

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*@waggoner-group.com
71% confidence

AeroLeads found 1 current-domain work email signal for Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®. Compare company email patterns before reaching out.

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Profile bio

About Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®

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.

Listed skills include Management, Finance, Wealth Management, Public Speaking, and 46 others.

Current workplace

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Waggoner Financial
Waggoner Financial
Chief Executive Officer
Meridian charter Township, MI, US
Website
waggoner-group.com
Employees
19
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Company profile
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7 roles

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® work experience

A career timeline built from the work history available for this profile.

Managing Partner

Waggoner Financial

Lansing, Michigan, US

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.

Jul 2019 - Jul 2023

Managing Director | East Lansing, Mi

Northwestern Mutual

Milwaukee, WI, US

At 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.

Jan 2012 - Jul 2019

Wealth Management Advisor

Northwestern Mutual

Milwaukee, WI, US

Do 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.

Aug 2007 - Jun 2019
Team & coworkers

Colleagues at Waggoner Financial

Other employees you can reach at waggoner-group.com. View company contacts for 19 employees →

JB Jordan Bowman Jordan Bowman Colleague at Waggoner Financial East Lansing, Michigan, United States, United States View → MH Mark Hu Mark Hu Colleague at Waggoner Financial New York, New York, United States, United States View → SW Sandra Wang Sandra Wang Colleague at Waggoner Financial East Lansing, Michigan, United States, United States View → TZ Tobin Zeluff Tobin Zeluff Colleague at Waggoner Financial East Lansing, Michigan, United States, United States View → CB Carolyn Bemrich Carolyn Bemrich Colleague at Waggoner Financial United States, United States View → WS Wyat Soule Wyat Soule Colleague at Waggoner Financial Lansing, Michigan, United States, United States View → CF Caitlin Farra Caitlin Farra Colleague at Waggoner Financial East Lansing, Michigan, United States, United States View → PC Peyton Cool Peyton Cool Colleague at Waggoner Financial East Lansing, Michigan, United States, United States View → CC Cade Campbell Cade Campbell Colleague at Waggoner Financial Boise, Idaho, United States, United States View → MT Matthew Thompson Matthew Thompson Colleague at Waggoner Financial Holland, Michigan, United States, United States View →
4 education records

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® education

Master Of Science - Ms, Global Finance

New York University

Master Of Science, Mathematics

Michigan State University

Bachelor Of Science, Mathematics

Michigan State University

Bachelor Of Science, Astrophysics

Michigan State University
FAQ

Frequently asked questions about Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®

Quick answers generated from the profile data available on this page.

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 Waggoner Financial?

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® is listed as Chief Executive Officer at Waggoner Financial.

What is Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s email address?

AeroLeads has found 1 work email signal at @waggoner-group.com for Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® at Waggoner Financial.

What is Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 517, 248, 866 for Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® at Waggoner Financial.

Where is Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® based?

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® is based in Okemos, Michigan, United States while working with Waggoner Financial.

What companies has Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® worked for?

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® has worked for Waggoner Financial, Michigan State University - The Eli Broad College Of Business, Northwestern Mutual, and Lansing Community College.

Who are Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s colleagues at Waggoner Financial?

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®'s colleagues at Waggoner Financial include Jordan Bowman, Mark Hu, Sandra Wang, Tobin Zeluff, and Carolyn Bemrich.

How can I contact Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep®?

You can use AeroLeads to view verified contact signals for Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® at Waggoner Financial, including work email, phone, and LinkedIn data when available.

What schools did Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® attend?

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® holds Master Of Science - Ms, Global Finance from New York University.

What skills is Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® known for?

Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® is listed with skills including Management, Finance, Wealth Management, Public Speaking, Securities, Customer Service, Budgets, and Financial Services.

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