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Brad Wingler

Oneseven
32 Years of Experience
Beachwood, OH
Broker
View SEC Summary
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Brad Wingler is a registered investment advisor at Oneseven, based in Beachwood, OH, with 32 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.

Oneseven
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
16,335 clients
Average Client Portfolio
$472K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
February 2022 - Present · 4 yrs 8 mos
Mgo Securities CORP.Broker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Mgo Investment Advisors INC.
January 2022 - June 2022 · 5 mos
Nationwide Investment Advisors, LLC
April 2013 - January 2021 · 7 yrs 9 mos
Nationwide Investment Services CorporationBroker
October 2006 - January 2021 · 14 yrs 3 mos
Lincoln Financial Distributors, INC.Broker
March 2006 - October 2006 · 7 mos
Lincoln Financial Distributors, INC.
March 2006 - October 2006 · 7 mos
Nationwide Investment Services Corporation
April 2005 - February 2006 · 10 mos
Nationwide Investment Services CorporationBroker
July 2004 - February 2006 · 1 yr 7 mos
Natcity Investments, INC.Broker
November 2001 - July 2004 · 2 yrs 8 mos
Natcity Investments, INC.
January 2000 - July 2004 · 4 yrs 6 mos
Natcity Insurance Services, INC.Broker
August 1999 - January 2001 · 1 yr 5 mos
Liberty Securities CorporationBroker
August 1998 - September 1999 · 1 yr 1 mo
Independent Financial Securities, INC.Broker
August 1997 - August 1998 · 1 yr
Natcity Investments, INC.Broker
August 1997 - January 2001 · 3 yrs 5 mos
Dean Witter Reynolds INC.Broker
November 1995 - August 1997 · 1 yr 9 mos
Olde Discount CorporationBroker
August 1993 - December 1995 · 2 yrs 4 mos
State Registrations2 states
OHTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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