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Todd Joseph Wokoske

Professional Planning Group

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About Todd Joseph Wokoske

Todd Wokoske is an investment advisor representative with Professional Planning Group. Todd has been in the industry since April 2006. Todd is registered to provide investment advisory services in Rhode Island and Texas. Professional Planning Group is a firm that provides financial planning, educational seminars and portfolio management for individuals. The firm also provides selection of other advisors services. Todd has a total of 20 state registrations.

Firm Information

Todd Wokoske is currently registered with Professional Planning Group. Professional Planning Group, headquartered in Westerly, Rhode Island, is an investment advisory firm providing comprehensive financial planning and portfolio management services to individuals, families, and charitable organizations. The firm has over $1 billion in assets under management and a team of experienced financial advisors dedicated to helping clients achieve their financial goals.
Professional Planning Group

9 GRANITE STREET

WESTERLY, RI 02891

$1.06B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Wokoske’s Registration & Firm History

RI

08/24/2023 - Present

Professional Planning Group (WESTERLY RI)

RI

05/17/2017 - 06/28/2023

COMMONWEALTH FINANCIAL NETWORK (WARWICK RI)

MA

04/05/2006 - 06/07/2017

PARK AVENUE SECURITIES LLC (NEEDHAM MA)

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Licenses & Designations

IA

Issued 07/11/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/04/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Joseph Wokoske.
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