William Waggoner II, financial advisor Rochester Hills MI

William Waggoner II

CRD Number: 2370124
Current Firm: Stoney Creek Advisors LLC
Compensation Model: Fee Only

William Waggoner (CRD# 2370124) has over 20 years’ experience in the Financial Services Industry as a branch manager, compliance officer, and financial advisor. He specializes in retirement planning, estate preservation, and long-term care planning. Bill grew up in Michigan, and while he spent his early college years in Arizona, he felt the pull of the Great Lakes area and returned to Shelby Township, where he resides with his wife, Caroline. His hobbies include reading, gardening, and boating. Bill has a Master’s of Science in Finance from Walsh College and is an adjunct professor of Economics at Oakland Community College.

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Company Name Location Dates Years
Stoney Creek Advisors, LLC Rochester Hills, MI Aug 2016 - Current 7
Stoney Creek Advisors, LLC Rochester Hills, MI May 2016 - Current 7
Itt Tech Troy, MI Dec 2009 - Current 14
Oakland Community College Royal Oak, MI Jan 2001 - Current 23
Invest Financial Corp. Rochester Hills, MI Dec 2009 - Aug 2016 6
Executive Wealth Management Rochester, MI Dec 2009 - Aug 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for William A. Waggoner II
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $116,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Firm Disclaimer:

Stoney Creek Advisors, LLC, is a registered investment adviser located in Rochester Hills, MI. Stoney Creek Advisors, LLC, may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Stoney Creek Advisors, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stoney Creek Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Stoney Creek Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stoney Creek Advisors, LLC, with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Stoney Creek Advisors, LLC, please contact the state securities regulators for those states in which Stoney Creek Advisors, LLC, maintains a registration filing. A copy of Stoney Creek Advisors, LLC’s current written disclosure statement discussing Stoney Creek Advisors, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Stoney Creek Advisors, LLC, upon written request. Stoney Creek Advisors, LLC, does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Stoney Creek Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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