Todd Allen Werling
Investment adviser representative at Osaic Wealth, Inc.
22 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Trusted Wealth FinancialMar 2018 to now
- Financial Principles, LLCOct 2004 to Mar 2018
- Todd WerlingOct 2004 to Mar 2018
- Securities America, Inc.Sep 2004 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2816649
- Firm CRD
- 23131