William Albert Waggoner

Employer firm

Stoney Creek Advisors LLC CRD 284038

$47.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → 12/2023
  Oakland Community College
  Royal Oak, MI
• 12/2009 → 09/2016
  Itt Tech
  Troy, MI
• 05/2016 → Present
  Stoney Creek Advisors, Llc
  Rochester Hills, MI
• 08/2016 → Present
  Stoney Creek Advisors, Llc
  Rochester Hills, MI

Previous Registrations

• 2010-10-30 → 2016-10-03
  Executive Wealth Management, Llc
  Brighton, MI
• 2010-05-28 → 2016-08-24
  Invest Financial Corporation
  Rochester Hills, MI
  Troy, MI
  Bloomfield Hills, MI

Other Businesses

STONEY CREEK PARTNERS, LLC, OWNER/PARTNER, SINCE 9/15/2015, LIFE AND HEALTH INSURANCE AGENCY, INVESTMENT RELATED, LOCATED AT 445 S. LIVERNOIS, SUITE 105B, ROCHESTER HILLS, MICHIGAN, 0HR/MO, 0 HRS/MO DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-27
• S63 Uniform Securities Agent State Law Examination
  1993-07-22

Other Names

• William Albert Waggoner
• Bill Waggoner