Andrew Waggoner
Quincy, IL
Verified Identity
Financial Planner at
Core Planning
Years of Experience
10 years
Member Since
2023
Allow Me to Introduce Myself
"For three decades, Andy has reveled in the warmth and charm of Quincy, Illinois. As a proud alumnus of both Quincy High School and Quincy University, Andy earned a Bachelor's in Biological Sciences (minor in Chemistry) in 1997, setting the stage for his successful career. Between 1999 and 2014, And...
Clientele
Inheritors
Tech Sales
New Investors
Retirees
Surviving Spouses
Services Provided
Advice-Only Financial Planning
Investment Management
Financial Planning
Retirement Planning
Specialties and Expertise
High Net Worth Planning
Portfolio Construction
Succession Planning
Retirement Income
Debt Management
Credentials and Designations
Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative Exam
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Pricing Models
Flat FeeAUM
Education
Quincy University
B.S. Biological Sciences- Chemistry minor
Obtained in 1997
Disclosures and Proof of License
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Profile Last Updated: August 3, 2026