Todd Wangler (CRD# 4543651) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Naples, FL and has over 21 years of experience in the finance industry. Todd Wangler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Aug 2021 - Current | 2 |
| J.w. Cole Advisors, LLC | Tmapa, FL | Aug 2021 - Current | 2 |
| Wangler Wealth Management Inc. | Bonita Springs, FL | Jan 2015 - Current | 9 |
| Securities America Inc. | Bonita Springs, FL | Jul 2020 - Aug 2021 | 1 |
| Securities America Advisors | Bonita Springs, FL | Jul 2020 - Aug 2021 | 1 |
| Cadaret, Grant & Company, Inc. | Rochester, NY | Jun 2011 - Jun 2020 | 9 |
| Prentice Wealth Management, LLC | Rochester, NY | Feb 2012 - May 2017 | 5 |
| Prentice Wealth Management, LLC | Rochester, NY | Jun 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- FL
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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