William P. Waddle - RICP®
Check the background of this investment professional on FINRA's BrokerCheck.
Bill Waddle is an integral member of the team, which has over 75 years of combined industry experience in serving individuals in financial and wealth management. He is securities licensed in multiple states including Wisconsin and Illinois, and is also licensed for Life, Health, Variable Life Insurance, and Variable Annuities.
Bill has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. Using the most current retirement portfolio management techniques, the RICP® advisor helps to identify retirement income needs and objectives relative to the client’s lifestyle goals in retirement. Individuals who earn an RICP® designation can provide knowledgeable advice on a broad range of retirement topics including the proper use of annuities, mitigation of risks to retirement income planning, estate issues, Social Security, health insurance, housing decisions, and income taxation.
His professional affiliations include: Qualifying Member of Million Dollar Round Table (MDRT), National Association of Insurance and Financial Advisors (NAIFA), and Financial Services Institute (FSI). Bill is a member of The Kenosha Rotary Club in which he was 2017-2018 Club President. He is also a member of IBEW Local 127 and is involved with Meals on Wheels.
Born and raised in Kenosha, Bill and his wife Melissa have five children. Quadruplets (Luca, Kenzie, Tate, and Taylor) and Phillip who is the youngest of the five. Outside of work, Bill's main priority is spending time with his wife and children. He enjoys coaching his children’s sports activities, golfing and attending sporting events with his family and friends.
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