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Chester Waggoner

Advisor at Cetera — Gallatin, TN E Main St

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Gallatin, TN 37066

Cetera logo

Cetera

Institution

Total advisors

10,190

Across 5,094 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Chester Waggoner is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera and affiliated firms since 2019, with prior roles at Fifth Third Securities and SunTrust Advisory Services. Outside of advising, he is involved in farming as a 50% owner, selling products locally, and serves as executor for multiple estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Gallatin, TN E Main St

285 E Main St

Gallatin TN 37066

Advisors at this office

2

Most active in

Tennessee · Texas

Work history

25 years of industry experience

Cetera Investment Services LLC

2019 - Present • 7 years

St. Cloud, MN

Cetera

2019 - Present • 7 years

Gallatin, TN

Regions Bank

2019 - Present • 7 years

Gallatin, TN

Fifth Third Securities

2017 - 2019 • 2 years

Nashville, TN

SunTrust Advisory Services

2016 - 2017 • 1 year

Atlanta, GA

SunTrust Investment Services, Inc.

2010 - 2017 • 7 years

Nashville, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Todd H

Series 65, Series 66

Gallatin, TN

Legacy Path Advisors LLC

Todd Hukill is the sole advisor at Legacy Path Advisors LLC in Gallatin, TN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has served with the Tennessee District Council of the Assemblies of God, Inc. since 2008. Legacy Path Advisors LLC provides fee-only financial planning and consulting services primarily to pastors, ministry leaders, and churches. The firm offers a variety of planning engagements.

General retirement planning Social Security optimization Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Religious/faith focused Mid-Career Professionals
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David F

Series 65

Hendersonville, TN

Coordinated Wealth Management, L.L.C.

David Fesmire Sr. is the sole advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, holding a Series 65 designation with 19 years of industry experience. He has been with Coordinated Wealth Management since 2007 and previously worked at Coverage Solutions Group LLC, a life and health insurance agency he owns and operates as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing fundamental analysis and ongoing portfolio review.

General estate planning guidance Wealth management
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Randy P

Series 66

Hendersonville, TN

Cosey Financial Services, Inc.

Randy Puckett is a financial advisor at Cosey Financial Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Financial Partners Group, LLC from 2013 to 2017. In addition to his advisory role, he is involved in insurance-related activities. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives.

Private / alternative investments Active portfolio management
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Kenneth T

Series 65

Goodlettsville, TN

Coast Wealth Management Group, LLC

Kenneth Thomas Jr. is a financial advisor with Coast Wealth Management Group, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at multiple firms, including Success Wealth Management LLC and Charter Financial Group. In addition to his advisory role, he is involved in insurance sales through his ownership and agency work with Southern Capital Solutions LLC, M&O Marketing LLC, and Gruening Health and Wealth. Coast Wealth Management Group, LLC provides asset management and financial planning services to individual and business clients, managing approximately $19.65 million across fewer than 100 client relationships. The firm’s investment strategies are based on fundamental analysis, tailored to client goals and risk tolerance, and include both discretionary and non-discretionary account management.

General retirement planning
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John Q

Series 66

Gallatin, TN

One Wealth Map, LLC

John Quinones is a financial advisor with One Wealth Map, LLC in Gallatin, Tennessee, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, DuTrac Credit Union, and Middleton Farmers Coop. Outside of advisory services, he has operated a lawn care business for over a decade. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages approximately $287 million in discretionary assets and employs model portfolios, tax-aware strategies, and tiered service levels to meet client needs.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
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Holden V

CFP®, Series 65

Goodlettsville, TN

Vocare Wealth Advisors

Holden Varvel is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Vocare Wealth Advisors and has held prior roles at Raymond James Financial Services Advisors, Total Wealth Planning, and Penn Mutual Life Insurance Co, among others. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed account programs and customized investment strategies that address estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes individualized portfolio management alongside standalone planning and consulting.

General retirement planning Retirement income strategy General estate planning guidance General tax planning Annuities
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