Allen D Wandle

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → Present
  Wandle & Associates, Inc.
  Sunbury, OH
• 11/2002 → 03/2024
  Lincoln Financial Advisors Corp.
  Sunbury, OH
• 07/2024 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2002-11-21 → 2024-04-23
  Osaic Fa, Inc.
  Sunbury, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH

Other Businesses

1)WANDLE & ASSOCIATES, INC. 25 S COLUMBUS STREET SUNBURY, OHIO 43074 CATEGORY: CPA/ACCOUNTING INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: OPERATE A SMALL CPA/ACCOUNTING OFFICE PREPARING BOOKKEEPING, PAYROLLS, TAX CONSULTING, AND INDIVIDUAL AND BUSINESS TAX RETURNS. CONSULTING ON COST OR TAX SAVINGS FOR INDIVIDUALS AND BUSINESS CLIENTS. START DATE: 1-1-99 HOURS PER MONTH: 240 HOURS PER MONTH DURING TRADING HOURS: 120 2) SUNBURY DINER LLC 40 E CHERRY STREET, SUNBURY, OH 43074 CATEGORY: RESTAURANT INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OWNERSHIP, COVER ACCOUNTING START DATE: 04/01/2018 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 0

Other Names

• Allen D Wandle
• Allen Douglas Wandle