Jeffrey Ray Wangsgard
Investment adviser representative at Portside Wealth Group, LLC
25 yearsExperience
2 statesRegistered in
$1.4BFirm assets
3 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
25 years in the industry.
- Portside Wealth Group, LLCMay 2023 to now
- Cache FinancialMay 2023 to now
- The Leaders Group IncMay 2023 to now
- Jeffrey R Wangsgard & Assoc LLCOct 2019 to now
- Jeffrey R WangsgardJan 2001 to now
- Dfpg Investments, IncFeb 2019 to May 2023
- Townsquare CapitalMar 2018 to Jun 2023
- Allegis Investment Services, LLCMay 2014 to Feb 2019
- Allegis Investment Advisers, LLC Fka Bowengroup AdvisorsJan 2012 to Apr 2018
- Saunders Wangsgard & AssocJan 2001 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 4464908
- Firm CRD
- 325175