Corey Willard Wangler
Investment adviser representative at Paragon Investing, LLC
14 yearsExperience
5 statesRegistered in
$138.2MFirm assets
Under 1 yearFirm 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
Experience
14 years in the industry.
- Paragon Investing, LLCFeb 2021 to now
- Sunpointe, LLCMay 2018 to Jun 2022
- Mercer Investment Consulting, LLCOct 2012 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 5 states (CA, LA, MI, MO, TX).
Paragon Investing, LLC
$138.2MAssets managed
184Clients
4Advisers
Under 1 yearIn 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
- 6954336
- Firm CRD
- 310897