linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Matthew Wangler

J. W. Cole Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Todd? Claim Your Profile

About Todd Matthew Wangler

Todd Wangler is a financial advisor with over 20 years of experience in the industry. Todd is currently registered with J. W. Cole Advisors, Inc. and has been with the firm since August 2021. Todd is a Certified Financial Planner™ and holds the Series 6, 7, 63 and 65 licenses. Todd has previously worked with CADARET, GRANT & CO., INC., SECURITIES AMERICA, INC. and AIG SUNAMERICA CAPITAL SERVICES, INC.

Firm Information

Todd Wangler is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

hourly & fixed rate consulting

Hourly & fixed rate consulting

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Todd Wangler’s Registration & Firm History

FL

08/09/2021 - Present

J. W. Cole Advisors, Inc. (Naples FL)

FL

07/17/2020 - 08/06/2021

SECURITIES AMERICA, INC. (BONITA SPRINGS FL)

FL

06/17/2011 - 07/22/2020

CADARET, GRANT & CO., INC. (Bonita Springs FL)

NY

01/20/2009 - 07/05/2011

WOODBURY FINANCIAL SERVICES, INC. (PENFIELD NY)

PA

03/24/2005 - 01/12/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

NJ

07/10/2002 - 03/03/2005

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

Not sure if Todd Matthew Wangler is right for you?

Licenses & Designations

IA

Issued 05/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2002

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 Matthew Wangler.
Not sure if Todd Matthew Wangler is right for you?