Brad WinglerAccount Executive

    Brad Wingler

    Account Executive

    (216) 619-7662

    Get to
    Know Brad

    As an Account Executive for MGO, Brad works with business owners and executives to make sure their retirement plans accomplish the critical goals of the business, while making the operation of the plan as simple as possible for the staff of the organization.  He also helps to maximize the fiduciary protection for the key decision makers.  Additionally, Brad works with plan participants to make sure their retirement planning is on track to help them retirement with dignity.


    BSBA, Finance, John Carroll University


    • FINRA series 7
    • FINRA series 63
    • FINRA series 65
    • Ohio Life, Health & Variable Annuity License
    • AIF – Accredited Investment Fiduciary
    • CRPS – Chartered Retirement Plan Specialist


    Past Board Member and Finance Chair for North Coast Community Homes

    Interesting Facts
    About Brad

    Brad has nearly 30 years of industry experience.  Most recently he served as Regional Vice President for Nationwide Retirement Services for 17 years.  Brad is the proud father for four children – Brooke, Lauren, Mitchell & Morgan.

    Philosophy Statement:
    My mission is to help make retirement planning simple for business owners and plan participants.