Brad Wingler is a registered investment advisor at Oneseven, based in Beachwood, OH, with 32 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brad works as an Investment Executive at MGO, Inc., a 401K Administrator, Limited Scope Broker Dealer, & Registered Investment Advisory Firm. He dedicates minimal time to this role, splitting it between serving as a Registered Representative and an Investment Advisor Representative.
Employment History
Current Registrations
Oneseven
Mgo Securities CORP.Broker
Previous Registrations
Mgo Investment Advisors INC.
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Natcity Investments, INC.Broker
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Dean Witter Reynolds INC.Broker
Olde Discount CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.