William T. Wagoner,  CFP<sup>&reg;</sup> - Financial Advisor

William T. Wagoner, CFP®

CLU, ChFC

Ameriprise Financial Services, Inc.

5954 Renaissance Pl, Ste D
Toledo, OH 43623
(419) 842-8488

General

William Wagoner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Toledo, OH and the surrounding communities.

Financial Advisor Overview

I provide comprehensive financial planning to everyone from the first-time investor to complicated estate planning. I use an Asset Allocation Model as my investment approach--well diversified portfolios designed for the long-term. My professional contributions include: guest lecturer, Rotary, Toledo, OH Continuing Education Instructor,University of Toldeo WBGU-TV, corporate sponsor/business news, Bowling Green,OH Personal Information: Married, wife is also a Personal Finance Advisor w/American Express Financial Advisors Inc. Two children, Greg and Becca Enjoys golfing, bicycling, fishing, camping, and hiking (hiked the Appalachian Trail in 1979).

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Financial Advisor Experience

1995 to present: Qualified for the American Express Senior Financial Advisors Team selected on the basis of their experience as highly successful advisors, holding recognized professional designations and demonstrating a commitment to total financial planning. 1986-1994 District Manager.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance: MI,IN,CO,FL
  • Health/disability insurance: MI,IN,CO,FL
  • Fixed annuities: MI,IN,CO,FL
  • Variable annuities: MI,IN,CO,FL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources