Todd Arthur Slingerland

Current Employers

Employment History

• 05/2003 → Present
  Wealthone Llc(Fka:WEalthpointllc;Capital Financial Planning Llc)
  Albany, NY
• 08/2016 → Present
  Lpl Financial Llc
  Albany, NY
• 05/2003 → Present
  Cfpllc, Llc
  Albany, NY

Previous Registrations

• 2018-04-12 → 2024-01-10
  Wealthone, Llc
  Albany, NY
• 2002-07-26 → 2003-04-15
  Waddell & Reed
  Albany, NY

Other Businesses

1. 8/19/2016 - CFP LLC DBA CFP Agency - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Started 8/19/2016 - 5 Hours Per Month During Securities Trading - Time Spent 1% - Fixed, life, disability, longterm. 2. 8/19/2016 - CFP Associates LLC - Not Investment Related - 110 Main Street, Wallingford, CT 06492 - Real Estate Rental - Started 01/2010 - 0 Hours Per Month - Time Spent 0%. 3. 2/6/2018 - No Business Name - Investment Related - 6 tower place albany ny 12203 - Real Estate Rental - Started 01/26/2018 - 1 Hour Per Month During Securities Trading - Renting extra office space. 4. 11/12/2019 - 5th ave llc - Investment Related - Watervliet NY 12189 - Real Estate Rental - Start Date: 12/1/2019 - 2 Hours Per Month/0 Hours During Securities Trading - 4 unit apartment building. 5. 09/01/2021 - Wealthone, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Wealthone, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 9/2/2021 - WealthOne, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/10/2021 - 160 Hours Per Month During Securities Trading. 7. 06/16/2026 - WP Strategic Holdings,llc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Albany, NY - Start Date 11/15/2020 - 2 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-25
• S63 Uniform Securities Agent State Law Examination
  1989-06-05

Designations

Other Names

• Todd A Slingerland