Todd Joseph Wokoske
Investment adviser representative at Professional Planning Group
12 yearsExperience
2 statesRegistered in
$1.3BFirm assets
46 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
- Seminars and workshops
Experience
12 years in the industry.
- Professional Planning GroupAug 2023 to now
- New England Professional Planning GroupJul 2023 to now
- Raymond James Financial Services, Inc.Jul 2023 to now
- Commonwealth Financial NetworkMay 2017 to Jun 2023
- Decisive Wealth ManagementMay 2017 to Jun 2023
- Park Avenue Securities LLCDec 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Professional Planning Group
Legal name: New England Professional Planning Group Inc.
$1.3BAssets managed
1,292Clients
9Advisers
46 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
- 5084156
- Firm CRD
- 108868