Todd Michael Casazza
Investment adviser representative at Wealth Management Resources, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$385.2MFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Purshe Kaplan Sterling InvestmentsJun 2023 to now
- Wealth Management Resources, Inc.Aug 2022 to now
- TD Ameritrade, Inc.Jul 2021 to Aug 2022
- Charles Schwab & Co., Inc.Sep 2015 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Wealth Management Resources, Inc.
$385.2MAssets managed
622Clients
6Advisers
26 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
- 4425018
- Firm CRD
- 45452