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portrait of Bob Waldvogel
FINANCIAL ADVISOR

Bob Waldvogel

AAMS™
2202 Mitchell Park Dr Suite 7, Petoskey, MI 49770opens in a new window
CallSend Me a Message

About Bob

I began my career with Edward Jones in 2003, after an eight year career with my family owned independent insurance agency. What drew me to Edward Jones is the firm's client and family centered values; the Edward Jones mission and vision complement my personal values, which include integrity, hard work and the importance of building mutually respectable, trustworthy and beneficial relationships.

As an Edward Jones financial advisor, I have served the firm in various leadership positions, including field trainer, mentor, level coach and client solutions leader. In addition, I have helped support our talent acquisitions team with recruiting and hiring.

In...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesJune 2003 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Hillsdale CollegeBachelor of Arts

Team Members

  • Cherie Monteith
    Sr. Branch Office Administrator
  • Julie Kuchnicki
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(231) 348-9585

Fax

(866) 439-2533

Office Address

2202 Mitchell Park Dr Suite 7
Petoskey, MI 49770opens in a new window

Mailing address

P O Box 2116
Petoskey, MI 49770

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