Todd
Slingerland
Wealthone, LLC
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About this Advisor
Todd Slingerland is a certified financial planner based out of Albany, New York with a total of 5 years of relevant experience. Slingerland is on the advisory team at Wealthone, LLC. During their career, the advisor has held roles at Wealthone LLC(Fka:Wealthpointllc;Capital Financial Planning LLC), Ing Financial Partners, Voya Financial Advisors, Lpl Financial LLC and CFP®llc, LLC. Slingerland has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California and New York. Wealthone, LLC is an advisory company that has its headquarters in Albany, NY. The firm has a total of 12 employees. It manages $382 million in total assets among its 1,265 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,265 accounts, 30% are associated with high-net-worth clients who have more than $1 million in assets. The business performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees are based on the services offered. However, fees charged by Wealthone, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthone, LLC Brokerage Details
$382,150,015
12
1,265
$302,095
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Todd Slingerland Work History
Todd has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Wealthone LLC(Fka:Wealthpointllc;Capital Financial Planning LLC)
CFP®llc, LLC
Voya Financial Advisors
Ing Financial Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Slingerland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthone, LLC
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
