Sean Paul Waggoner
Investment adviser representative at Retirement and Wealth At Alliant, LLC
24 yearsExperience
6 statesRegistered in
$7.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Wagnew, LLCDec 2020 to now
- Cetera Advisors Networks, LLCJun 2017 to now
- Retirement and Wealth At Alliant, LLCJul 2013 to now
- Citation Real Estate Holdings, LLCJan 2008 to now
- Alliant Retirement ConsultingFeb 2002 to now
- LPL Financial, LLCDec 2009 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, CO, LA, MN, TX).
Retirement and Wealth At Alliant, LLC
$7.4BAssets managed
222Clients
44Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2748574
- Firm CRD
- 167970