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Tobin Zeluff Email & Phone Number
Wealth Management Associate
at
Waggoner Financial
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Associate
Location
East Lansing, Michigan, United States
Company size
Who is Tobin Zeluff? Overview
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Quick answer
Tobin Zeluff is listed as Wealth Management Associate at Waggoner Financial, a with 19 employees, based in East Lansing, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Tobin Zeluff.
Tobin Zeluff previously worked as Financial Planning Intern at Waggoner Financial and Branch Manager at College Works Painting. Tobin Zeluff holds Undergraduate, Finance And Financial Management Services, 4.0 from Michigan State University - Eli Broad College Of Business.
Company email context
Email format at Waggoner Financial
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Waggoner Financial
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Profile bio
About Tobin Zeluff
Junior business student within the Eli Broad College of Business at Michigan State University majoring in Finance, with a concentration in the CFP-Certified Wealth Management minor program. Alongside my studies, I am bolstering my industry knowledge by working for a Private Advisor Group with over $190 million in assets under management, as well as remaining active in Broad Registered Student Organizations in order to expand my network. Through diverse professional experience, I have developed practical skills in financial planning, client relations, analytics, management, and sales. I aspire to give clients wholistic planning at a high level. By helping people navigate the complex financial world, I hope to sell the most invaluable asset: peace of mind. By forming meaningful partnerships with clients, my aim is to steer people and businesses alike towards a more lucrative and stress-free future.
Current workplace
Tobin Zeluff's current company
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Waggoner Financial
4 roles
Tobin Zeluff work experience
A career timeline built from the work history available for this profile.
Financial Planning Intern
- Utilizing proprietary business valuation methods to deploy a variety of investment portfolios, presenting clients with investment allocation proposals for any stage of their investing journey- Creating an advisor-specific performance and activity tracking system, resulting in a better understanding of company trajectory and purposeful prioritization of key cases- Assisting in the identification, follow-up, and maintenance of contact for key investment and insurance cases for advisor totaling over $90 million in AUM, aiding maintenance of goal of 20% business revenue growth- Using a variety of financial planning software, such as Black Diamond, Riskalyze, and eMoney, as well as working with institutions such as LPL Financial and Mass Mutual to plan for an average of 12 meetings per week
Branch Manager
- Sourced over 80 leads of potential customers by employing a purposeful marketing strategy, resulting in a high volume of estimates provided- Collaborated with other branch managers to create an effective marketing and sales strategy, leading to a wide range of territory covered and positive company recognition- Converted a high volume of leads into sales estimates by establishing consistent contact with potential clients, ensuring constant flow of business- Underwent extensive marketing, sales, and production training provided by industry experts, resulting in the development of proven sales techniques and an understanding of how a business is built, maintained, and grown
Dec 2023 - Feb 2024
Park Supervisor & Servsafe Manager
- Responded to emergencies and communicated with public by using exceptional customer service skills, creating a safe recreational environment- Lead a staff of 18 employees through demanding training exercises by devising weekly plans with fellowsupervisors, fostering maintenance of necessary lifeguarding & patron assistance skills- Managed handling of daily receipts, reports, and profits by following strict cash handling procedures, promoting seamless business operations- Cultivated an employee-friendly day-day schedule as well as kept an accurate payroll for hourly employees by keeping detailed records of employee’s schedule workload, maintaining a balanced workload for all employees
May 2020 - Sep 2023
Team & coworkers
Colleagues at Waggoner Financial
Other employees you can reach at waggoner-group.com. View company contacts for 19 employees →
CF
Caitlin Farra
Colleague at Waggoner FinancialEast Lansing, Michigan, United States
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WS
Wyat Soule
Colleague at Waggoner FinancialLansing, Michigan, United States
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AJ
Ankit Jalan
Colleague at Waggoner FinancialGreater Lansing, United States
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SW
Sandra Wang
Colleague at Waggoner FinancialEast Lansing, Michigan, United States
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PC
Peyton Cool
Colleague at Waggoner FinancialEast Lansing, Michigan, United States
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CB
Carolyn Bemrich
Colleague at Waggoner FinancialUnited States
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CC
Cade Campbell
Colleague at Waggoner FinancialBoise, Idaho, United States
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JB
Jordan Bowman
Colleague at Waggoner FinancialEast Lansing, Michigan, United States
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MH
Mark Hu
Colleague at Waggoner FinancialNew York, United States
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MT
Matthew Thompson
Colleague at Waggoner FinancialHolland, Michigan, United States
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Caitlin Farra
Colleague at Waggoner FinancialEast Lansing, Michigan, United States
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WS
Wyat Soule
Colleague at Waggoner FinancialLansing, Michigan, United States
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AJ
Ankit Jalan
Colleague at Waggoner FinancialGreater Lansing, United States
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SW
Sandra Wang
Colleague at Waggoner FinancialEast Lansing, Michigan, United States
View →
PC
Peyton Cool
Colleague at Waggoner FinancialEast Lansing, Michigan, United States
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CB
Carolyn Bemrich
Colleague at Waggoner FinancialUnited States
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CC
Cade Campbell
Colleague at Waggoner FinancialBoise, Idaho, United States
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JB
Jordan Bowman
Colleague at Waggoner FinancialEast Lansing, Michigan, United States
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MH
Mark Hu
Colleague at Waggoner FinancialNew York, United States
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MT
Matthew Thompson
Colleague at Waggoner FinancialHolland, Michigan, United States
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3 education records
Tobin Zeluff education
Undergraduate, Finance And Financial Management Services, 4.0
Undergraduate, Finance And Financial Management Services, 4.0
High School Diploma, 4.53
Portage Northern High School
FAQ
Frequently asked questions about Tobin Zeluff
Quick answers generated from the profile data available on this page.
What company does Tobin Zeluff work for?
Tobin Zeluff works for Waggoner Financial.
What is Tobin Zeluff's role at Waggoner Financial?
Tobin Zeluff is listed as Wealth Management Associate at Waggoner Financial.
Where is Tobin Zeluff based?
Tobin Zeluff is based in East Lansing, Michigan, United States while working with Waggoner Financial.
What companies has Tobin Zeluff worked for?
Tobin Zeluff has worked for Waggoner Financial, College Works Painting, and City Of Portage, Michigan.
Who are Tobin Zeluff's colleagues at Waggoner Financial?
Tobin Zeluff's colleagues at Waggoner Financial include Caitlin Farra, Wyat Soule, Ankit Jalan, Sandra Wang, and Peyton Cool.
How can I contact Tobin Zeluff?
You can use AeroLeads to view verified contact signals for Tobin Zeluff at Waggoner Financial, including work email, phone, and LinkedIn data when available.
What schools did Tobin Zeluff attend?
Tobin Zeluff holds Undergraduate, Finance And Financial Management Services, 4.0 from Michigan State University - Eli Broad College Of Business.
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