Eric B Waggoner, CFA®, CFP®, CLU®, ChFC®, AEP®

Wealth Management Advisor

Professional

Background

Eric Waggoner is a Wealth Management Advisor with, and the Managing Director of, The Waggoner Financial Group of Northwestern Mutual in East Lansing, Michigan. He is an alumnus of Michigan State University where he graduated with bachelor's degrees in mathematics and astrophysics as well as a master’s degree in mathematics. In addition, Eric was a proud member of the Spartan wrestling team.

Eric lecturing

Education

  • MS in Mathematics, Michigan State University, 2003

  • BS in Mathematics, Michigan State University, 2000

Professional Designations, Licenses & Certifications

  • FINRA Securities Licenses: SIE, Series 7, 6, 26, & 63

  • Chartered Financial Analyst (CFA®)

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)

  • Chartered Life Underwriter (CLU®)

  • Chartered Financial Consultant (ChFC®)

  • Accredited Estate Planner (AEP®)

Non-Resident State Licenses

AZ, CA, CO, DC, FL, GA, IA, IL IN, KY, MA, MD, NC, NE, OH, PA, TN, TX, UT, VA, WA

Associations and Memberships

NAEPC

The National Association of Estate Planners & Councils (NAEPC) is a national organization of affiliated estate planning councils and professional estate planners focused on establishing and monitoring the highest professional and educational standards. NAEPC provides public awareness of the services rendered by multi-disciplinary professionals who meet these standards and believes that the team approach to estate planning best serves the client.

http://www.naepc.org/


GLEPC

The Greater Lansing Estate Planning Council (“GLEPC”) is an interdisciplinary group of accountants, attorneys, financial planners, insurance agents, trust officers, and other advisors who are engaged in estate planning. The mission of GLEPC is to provide a forum for estate planners to meet, discuss, network, and educate each other on topics of interest in their respective fields

http://glepc.com/


NAIFA

Eric Waggoner is a member of the National Association of Insurance and Financial Advisors (NAIFA), a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Eric is also a regular National Quality Awards qualifier (2010-2014). The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

http://www.naifa.org/

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck