Waggoner Financial logo
VerifiedFinancial Services

Waggoner Financial

We’re a financial planning firm focused on education, strategy, and results. Our team delivers sophisticated, goal-based planning for individuals and business owners—covering everything from investments and taxes to retirement and estate planning. We bring rhythm, accountability, and clarity to your financial life, backed by deep expertise and a commitment to your goals. With us, it’s not just planning—it’s progress. Member SIPC. 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. For a list of states in which we are registered to do business, please visit

7-day free trial · no credit card

HeadquartersLansing, United StatesEmployees25(11 to 50)Annual revenue<$1MWebsitewaggoner-financial.comLinkedIn profileLinkedIn

Verified contacts

25

available on Kipplo

LinkedIn employees

25

11 to 50 range

Open roles

no listings

Distinct roles

14

indexed titles

Tech stack

1

tools in use

Monthly traffic

598

organic / mo

Sign up free to see all 25 verified contacts at Waggoner Financial

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

25 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Waggoner Financial

14 distinct titles indexed · top 10 shown.

  • 4account executive
  • 3incoming wealth management intern
  • 2marketing intern
  • 2paraplanner
  • 2software engineer intern
  • 1()
  • 1director of investments & planning
  • 1executive assistant
  • 1investment associate
  • 1junior portfolio manager
  • +4more titles

Sign up to unlock all 25 contacts at Waggoner Financial

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 25 verified contacts at Waggoner Financial

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Waggoner Financial | Kipplo Discover