Andrew Alan Waggoner
Investment adviser representative at Core Planning
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$525MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Core Planning, LLCMar 2026 to now
- Life Science WealthMar 2025 to Feb 2026
- LPL FinancialMar 2025 to Feb 2026
- UnemployedMay 2024 to Mar 2025
- Allstate Insurance CoNov 2023 to May 2024
- Payson Cusd 1Dec 2022 to May 2023
- Bates Financial Advisors, Inc.Jul 2021 to Nov 2023
- Bates Financial Group, Inc.Jul 2021 to Nov 2023
- Bates Securities, Inc.Jul 2021 to Nov 2023
- Valic Financial Advisors, Inc.Aug 2020 to Jun 2021
- Hawaii DoeAug 2019 to Jun 2020
- Bates Securities, Inc.May 2017 to Sep 2019
- Metlife Securities Inc.Sep 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 6371759
- Firm CRD
- 154660