Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in West Hartford, CT
West Hartford Financial Advisors
Canoga Wealth Management, LLC
22 Westminster Drive
West Hartford, CT 06107
(860) 526-5000
“Turning Uncertainty into Prosperity”
Advisor Profile
Todd Warner
Name:  Todd Warner
Phone Number:  (860) 526-5000
Website:  Visit Website

About Canoga Wealth Management, LLC

Our Mission & Values

To provide a unique financial advisory/client experience
that fosters a sense of partnership, a common ownership of
goals and challenges, and a genuine desire to craft solutions
for our clients’ needs

As a financial professional, my job is to give you back more
of one precious commodity....time. Together, we'll identify
your main concerns and structure your finances to allow you to
focus your time on other priorities. I assist families and
businesses in developing a customized approach and then
implement efficient strategies to help them reach their
financial goals.

My services for individuals and families include: Investment
Management, Retirement Savings Strategies, Retirement Income
Planning, Estate and Wealth Transfer, College Funding,
Insurance (Life, Disability, Long Term Care) and Budget
Management.

My services for Businesses include: 401(k) plans, Voluntary
Benefits and Business Succession Planning.

Securities Registrations: Series 7, 63, 66
Insurance Licenses: Life & Health, Property & Casualty
 

General Information

CRD#:    3158723
Insurance License#:    CT - 1051633 MA - 1816067 FL - P121925
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    Canoga Wealth Management
States Licensed in:    CT MA ME NY GA FL
States Willing to do Business in:   
Years of Experience in Financial Services:    15+
Number of Years with Current Firm:    1
Work Experience:    15+ Years in Financial Services
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs
 

Services

Investment Types:    Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 66, Series 63
Insurance and Annuity Licenses:    Health, Annuity, Accident, Casualty, Disability, Property, Variable Life, Long Term Care, Variable Annuity, Life
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Todd Warner

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.