Managing Member
Wealthone, Llc
AeroLeads people directory · profile
Todd Slingerland Email & Phone Number
Managing Member
at
WealthOne, LLC
1 work email found
@4cfp.net
8 phones found area 518, 760, and 203
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
WealthOne, LLC
Role
Managing Member
Location
Albany, New York, United States
Who is Todd Slingerland? Overview
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Quick answer
Todd Slingerland is listed as Managing Member at WealthOne, LLC, based in Albany, New York, United States. AeroLeads shows a work email signal at 4cfp.net, phone signal with area code 518, 760, 203, and a matched LinkedIn profile for Todd Slingerland.
Todd Slingerland previously worked as President and CEO at Capital Financial Planning and Investment Advisor Representative at Self Employed. Todd Slingerland holds Ba, Finance Management from The College Of Saint Rose.
Company email context
Email format at WealthOne, LLC
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{first}@4cfp.net
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AeroLeads found 1 current-domain work email signal for Todd Slingerland. Compare company email patterns before reaching out.
Profile bio
About Todd Slingerland
I believe in building long-term relationships with my clients; many have been with me for decades. Since 1987, I have worked in a wide range of market/economic conditions. An advocate for continuous learning, I have earned numerous industry credentials to help me keep pace with developments and better serve others. With the support of my experienced team, my practice welcomes individuals, couples, and business owners from throughout the United States and is focused on a variety of services including: *Financial planning*Investment selection, portfolio creation, and wealth management*Corporate and indvidual retirement plans, pre and post retirement reviews*Tax mitigation review/strategies*Working in conjunction with accountants and attorneys for complex estate, personal injury, divorce, structured settlements*Business owner services - business continuity, risk mitigation, other specialized concerns*Life/longterm care/disability insurances*Currently hold Series 7, 63, 24 securities licenses with LPL Financial, series 65 license with WealthOne LLC, and New York State Life, Accident, Health Insurance License*Managing Member, WealthOne LLC, a registered investment advisory firm*CFP® professional, LUTCF, CLU, ChFC, CMFC*My favorite day of the year is hosting our firm's Smile Bus Trip to Radio City's Christmas Spectacular to provide joy to community members.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above. Investment advice offered through WealthOne LLC, a registered investment advisor. WealthOne LLC is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.wealthoneadvisory.com
Listed skills include Financial Advisory, Retirement Planning, Securities, Strategic Financial Planning, and 7 others.
Current workplace
Todd Slingerland's current company
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Wealthone, Llc
6 roles
Todd Slingerland work experience
A career timeline built from the work history available for this profile.
Role listed
Wealthone, Llc
Managing Member
Wealthone, Llc
President And Ceo
I believe in building long-term relationships with my clients, and many have been with me for decades. It's truly wonderful to help their children and grandchildren as well. I take the time to answer questions to assist each client in understanding the investments they own and why. Taking a holistic approach, I seek to help my clients to identify their goals and navigate toward them. I truly value the opportunity to see clients enjoy a comfortable retirement or have the pride of sending their children to college. I have been in the investment and financial services business since 1987, through a wide range of market conditions. An advocate for continuous learning, I have earned numerous industry credentials to help me to keep pace with developments and to better serve others. With the support of my experienced team, my practice welcomes individuals, couples, and business owners from throughout the United States and is focused on a variety of services including:*Financial Planning*Investment selection, portolio creation, and wealth management*Corporate and individual retirement plans, Pre and post retirement reviews*Tax mitigation review/strategies*Working in conjunction with accountants and attorneys for complex estate, personal injury, divorce, structured settlements, and other cases*Business owner services - business contnuity, risk mitigation, and other specialized concerns*Life, long term care, and disability insurance
May 2003 - Aug 2021
Investment Advisor Representative
Self Employed
May 2003 - Apr 2017
Division Manager
Jan 1995 - Apr 2003
1 education record
Todd Slingerland education
-
The College Of Saint Rose
FAQ
Frequently asked questions about Todd Slingerland
Quick answers generated from the profile data available on this page.
What company does Todd Slingerland work for?
Todd Slingerland works for WealthOne, LLC.
What is Todd Slingerland's role at WealthOne, LLC?
Todd Slingerland is listed as Managing Member at WealthOne, LLC.
What is Todd Slingerland's email address?
AeroLeads has found 1 work email signal at @4cfp.net for Todd Slingerland at WealthOne, LLC.
What is Todd Slingerland's phone number?
AeroLeads has found 8 phone signal(s) with area code 518, 760, 203 for Todd Slingerland at WealthOne, LLC.
Where is Todd Slingerland based?
Todd Slingerland is based in Albany, New York, United States while working with WealthOne, LLC.
What companies has Todd Slingerland worked for?
Todd Slingerland has worked for Wealthone, Llc, Capital Financial Planning, Self Employed, and Waddell & Reed.
How can I contact Todd Slingerland?
You can use AeroLeads to view verified contact signals for Todd Slingerland at WealthOne, LLC, including work email, phone, and LinkedIn data when available.
What schools did Todd Slingerland attend?
Todd Slingerland holds Ba, Finance Management from The College Of Saint Rose.
What skills is Todd Slingerland known for?
Todd Slingerland is listed with skills including Financial Advisory, Retirement Planning, Securities, Strategic Financial Planning, Wealth Management, Commercial Lending, Asset Allocation, and Real Estate.
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