Jeffrey
Wangsgard
Townsquare Capital, LLC
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About this Advisor
Jeffrey Wangsgard is a financial advisor based in Provo, Utah with 5 years of industry experience. Wangsgard is currently employed by Townsquare Capital, LLC. During their career, Wangsgard has held roles at Saunders Wangsgard & Assoc, Allegis Investment Advisers, LLC Fka Bowengroup Advisors, Symetra Investment Services, Inc, Allegis Investment Services, LLC, Dfpg Investments, Inc and Townsquare Capital, LLC D/B/A Cache-Financial. Wangsgard holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Townsquare Capital, LLC is a registered investment company that has its headquarters in Provo, UT. The investment advisory business has offices in 40 locations and a total of 89 people on staff. It manages $6 billion in assets between its 28,608 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 60 charities and foundations. Of its 28,608 customer accounts, just 9% belong to high-net-worth clients who have greater than $1 million in investable assets. Townsquare Capital, LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services are based on which services are offered. However, fees charged by Townsquare Capital, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$6,244,414,527
89
28,608
$218,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jeffrey Wangsgard Work History
Jeffrey has been registered as a financial advisor for 5 years.*
Dfpg Investments, Inc
Townsquare Capital, LLC D/B/A Cache-Financial
Saunders Wangsgard & Assoc
Allegis Investment Services, LLC
Allegis Investment Advisers, LLC Fka Bowengroup Advisors
Symetra Investment Services, Inc
*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 Jeffrey Wangsgard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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