Corey Wangler has been Managing Member / CCO of Paragon Investing since February 2021, is a control person of the firm and directly owns between 25% and 50% of it. Corey Wangler holds an MBA from Central Michigan University, an MS in Finance from the University of Colorado and a Bachelor's degree in Business from Alma College.
Paragon Investing, LLC is a firm with $138M under management, 184 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Corey W. Wangler is Chief Investment Officer (CIO) of Paragon Investing. He has 17 years of experience in financial services, including 13 years providing investment advice to families, endowments, and pensions. Before co-founding Paragon, he was a Principal at Sunpointe Investments for 2.5 years, and he continues to sit on Sunpointe's investment committee. Earlier, he spent 5 years at Mercer, where he became a Principal.
Corey Wangler’s longest registration is the current one, 5 years at Paragon Investing since 2021. Before joining Paragon Investing in 2021, Corey Wangler was registered through Sunpointe Investments.
- Paragon Investing, LLCCurrent– present · 5 yearsNorthville, MI · Adviser representative · Firm CRD 310897
- Sunpointe Investments– · 4 yearsNorthville, MI · Adviser representative · Firm CRD 282505
Investment adviser representative registrations
Corey Wangler is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from February 2021; the most recent is Texas, in April 2026.
- CaliforniaSince 13 May 2024
- LouisianaSince 30 January 2025
- MichiganSince 1 February 2021
- MissouriSince 2 May 2025
- TexasResidentSince 6 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Corey Willard Wangler
- CRD
- 6954336
- Firm
- Paragon Investing · CRD 310897
- Role
- Managing Member / CCO
- Office
- Northville, MI
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paragoninvesting.com
Where does Corey Wangler work?
Corey Wangler has been Managing Member / CCO of Paragon Investing, LLC since February 2021, and is a control person of the firm.
Is Corey Wangler a financial advisor?
Yes. Corey Wangler has a current investment-adviser registration in California, Louisiana, Michigan, Missouri and Texas, through Paragon Investing since February 2021.
How many years of experience does Corey Wangler have?
Corey Wangler has 8 years in the financial industry, since May 2018, across 2 adviser firms.
What exams has Corey Wangler passed?
Corey Wangler passed the Series 65 in April 2018.
Where is Corey Wangler based?
Corey Wangler’s registered office is in Northville, MI.
Is Corey Wangler registered with FINRA?
No. Corey Wangler has no current broker registration.
How can I verify Corey Wangler’s record?
Search CRD 6954336 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Corey Wangler’s full registration record.