Todd
Wangler

Cadaret, Grant & Co., Inc

CRD#4543651
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Todd Wangler is a financial advisor who works out of Bonita Springs, Florida, who has been in the advisory business for 13 years. Wangler is currently employed by Cadaret, Grant & Co., Inc. During their career, the advisor has held roles at Lincoln Financial Distributors, Woodbury Financial Services Inc, Cadaret, Grant & Co., Inc, Prentice Wealth Management, LLC and Wangler Wealth Management Inc. Wangler maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Cadaret, Grant & Co., Inc is a company operating in Bonita Springs, Florida. It has offices in 476 locations and a total of 1,000 advisors. It manages $4 billion in assets across its 13,961 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 65 charities and foundations. Of its 13,961 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which service is provided. Fee types charged by Cadaret, Grant & Co., Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

27911 Crown Lake Blvd Suite 227
Bonita Springs, FL 34135

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$3,848,503,292

FL Average: $7,464,549,021
Total Number of Employees

1,000

FL Average: 88
Total Number of Accounts

14,184

FL Average: 3,892
Average Account Size

$271,327

FL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Todd Wangler Work History

Todd has 13 years of experience.

2015 - Present (4 years)

Wangler Wealth Management Inc

2011 - Present (8 years)

Cadaret, Grant & Co., Inc

2012 - 2017 (5 years)

Prentice Wealth Management, LLC

2011 - 2014 (3 years)

Prentice Wealth Management, LLC

2009 - 2011 (2 years)

Woodbury Financial Services Inc

2005 - 2009 (4 years)

Lincoln Financial Distributors

Disclosures

Todd Wangler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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