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Andrew Waggoner, CFP | Financial Advisor

Profile img for Andrew Waggoner, financial advisor at Bates Financial Advisors
Quincy, IL
Andrew Waggoner, CFP
Financial Advisor
Financial Planner at
Bates Financial Advisors

Verified Identity

Important Disclosures

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, Andy thrived in the world of biotech and chemical sales as a top-tier territory manager. His numerous accolades bear testament to his unwavering dedication and prowess in the field. Simultaneously, he channeled his passion for sports into coaching varsity high school basketball, leaving a lasting impact on countless young athletes. In 2014, Andy embarked on a new adventure in the financial services industry, ultimately joining the esteemed Bates Group in 2018. With Series 7 and Series 66 certifications, alongside a life insurance license, Andy is well-equipped to navigate the world of finance. Andy also earned his CFP® designation to further expand his expertise. Outside of his professional endeavors, Andy is a devoted family man. Together with his wife, Christy, they share the joy of raising three children and cherishing their precious grandchild. In his leisure time, Andy finds solace in coaching basketball, reveling in the great outdoors, and immersing himself in music."
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Specialties and Expertise

5
High Net Worth Planning
Portfolio Construction
Succession Planning
Retirement Income
Debt Management

Clientele

5
Inheritors
Tech Sales
New Investors
Retirees
Surviving Spouses

Credentials and Designations

3
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Certified Financial Planner™

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Series 66 - Uniform Combined State Law Exam

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Series 7 - General Securities Representative Exam

Education

1
Quincy UniversityB.S. Biological Sciences- Chemistry minorYear Obtained: 1997
Quick Facts About Andrew
Years of Experience:10 yearsMember since:2023

Services Provided

How I help my clients

Advice-Only Financial Planning

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Investment Management

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Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Quincy, IL
Andrew Waggoner, CFP
Financial Advisor
Financial Planner at
Bates Financial Advisors
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Profile last updated: 02-13-2025