Todd Candelaria has been an investment adviser representative at Wealth Ease Wealth Management since January 2026, and is not listed among the firm’s executive officers or direct owners. Todd Candelaria studied at Central Michigan University.
Wealth Ease Wealth Management LLC is a Marshall, MI firm with $132M under management, 251 clients and 2 advisers in one office, as of its March 2026 filing.
Todd Candelaria is Investment Advisor Representative of Wealth Ease Wealth Management, based in Marshall, Michigan. He worked as a financial auditor for a regional CPA firm in Kalamazoo and then as a financial analyst for a large building products distributor in Grand Rapids. Candelaria also owns a CPA practice serving local clients and small businesses with tailored tax solutions.
- – present · under a yearMarshall, MI · Adviser representative · Firm CRD 332595
Professional designations
Listed by Wealth Ease Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Todd Candelaria is registered as an investment adviser representative in Michigan, since January 2026.
- MichiganSince 27 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Todd Dean Candelaria
- CRD
- 8213451
- Firm
- Wealth Ease Wealth Management · CRD 332595
- Office
- 1106 S KALAMAZOO AVE, Marshall, MI 49068
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealtheasewm.com
Where does Todd Candelaria work?
Todd Candelaria is an investment adviser representative registered through Wealth Ease Wealth Management LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Todd Candelaria a financial advisor?
Yes. Todd Candelaria has a current investment-adviser registration in Michigan, through Wealth Ease Wealth Management since January 2026.
How many years of experience does Todd Candelaria have?
Todd Candelaria has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Todd Candelaria passed?
Todd Candelaria passed the Series 65 in January 2026.
Where is Todd Candelaria based?
Todd Candelaria’s registered office is in Marshall, MI.
Is Todd Candelaria registered with FINRA?
No. Todd Candelaria has no current broker registration.
How can I verify Todd Candelaria’s record?
Search CRD 8213451 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Candelaria’s full registration record.
