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Todd D. Candelaria

WEALTH EASE WEALTH MANAGEMENT
MARSHALL, MI 49068
CRD#: 8213451
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TC
Todd Dean CandelariaWEALTH EASE WEALTH MANAGEMENT

Professional summary

Todd Dean Candelaria is a registered financial advisor currently at WEALTH EASE WEALTH MANAGEMENT located in Marshall, Michigan.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Todd has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Dean Candelaria's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 27, 2026 - Present

WEALTH EASE WEALTH MANAGEMENT

Office #1: 1106 S Kalamazoo Ave, Marshall, MI 49068
RIA
CRD#: 332595
MARSHALL, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(1/27/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/14/2026
Uniform Investment Adviser Law Examination

Current Firm

WE
WEALTH EASE WEALTH MANAGEMENT
WEALTH EASE WEALTH MANAGEMENT | WEALTH EASE WEALTH MANAGEMENT LLC

CRD#: 332595 / SEC#:

Indiana
Registered Investment Advisory firm - (1/22/2025 Approved)
Michigan
Registered Investment Advisory firm - (8/23/2024 Approved)
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Contact information

Main Address
1106 S Kalamazoo Ave, Marshall, MI 49068
Mailing Address
Phone number
(269) 781-8371
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTH EASE WEALTH MANAGEMENT

CRD#: 332595Marshall, MI 49068

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