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Hudsen Hagland

Advisor at Afs Wealth Management Llc

Updated today
Afs Wealth  Management Llc logo

Firm

Afs Wealth Management Llc

Location

Chester, VT 05143

Credentials

CFP®, Series 65

Industry experience

4 years

Client services

Portfolio management Advisory consulting

Fee options

Percentage

$0 - $500,000: 1.20% $500,001 - $2,500,000: 1.00% Over $2,500,000+: 0.80%

Project-based

$75.00 per hour for financial consulting services

Other

Account minimum: No minimum stated; firm may terminate accounts deemed too small to manage effectively

Work history

AFS Wealth Management LLC

2022 - Present (4 years)

SHP Wealth Management, LLC

2021 - 2022 (1 year)

Fisher Financial Advisors, LLC

2018 - 2021 (3 years)

University of Massachusetts Dartmouth

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

William S

Series 66

Bellows Falls, VT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning

Daniel R

CFP®, Series 66

Springfield, VT

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy

Robert M

Series 63, Series 65

South Londonderry, VT

Merrill

Robert Mangiacotti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves affluent families, retirees, professionals, and business owners, providing strategic guidance in financial planning, investment management, and private banking services. His approach emphasizes managing risk and creating personalized financial plans aligned with clients' life priorities and goals. Mangiacotti has earned an MBA in Finance from the University of Maryland and holds a Bachelor of Science degree in Electrical Engineering from Brown University. His professional credentials include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He works with clients across various focus areas including college education planning, executive compensation, and retirement planning. In addition to his financial advisory work, Mangiacotti is active in ski racing as an official and Technical Delegate of the United States Ski Association. He is also involved with the Vermont Alpine Racing Association. He speaks both Italian and English and has a background as a varsity football player during his time at Brown University.

Wealth management Retirement income strategy Income planning Retirement withdrawal strategies Business ownership considerations Founder/Business Owner Executive

Adam W

Series 63, Series 66

Londonderry, VT

Merrill

Adam Walsh is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his Wall Street career over 30 years ago as an institutional equities trader at Bankers Trust. Prior to joining Merrill Lynch in 2003, Adam practiced as a securities and antitrust attorney for six years. After retiring from law, he transitioned to wealth management, bringing his experience in investments and long-term retirement planning to serve his clients. Adam works with high net-worth families and small businesses, focusing on analyzing clients' risk tolerance, time horizon, liquidity needs, and overall investment goals to craft tailored strategies. He collaborates with clients and their estate planning attorneys to navigate the complexities of the estate planning process. Adam holds several professional designations, including CERTIFIED FINANCIAL PLANNER® and CERTIFIED PLAN FIDUCIARY ADVISOR®, and also holds Personal Investment Advisor and Retirement Benefits Consultant credentials. He graduated magna cum laude with a Bachelor of Arts in Political Science from Catholic University and earned his Juris Doctor from the University of Connecticut School of Law. Adam serves as a Commander in the United States Navy reserves and is a decorated veteran of Operation IRAQI FREEDOM. He and his wife Lauren split their time between their homes in Newport, Rhode Island, and Londonderry, Vermont. Adam is also a member of the Sail Newport Advisory Board.

Wealth management Retirement income strategy General estate planning guidance Charitable giving & philanthropy Divorce financial planning Financial Professional

Roland S

CFP®, Series 66

Claremont, NH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning

Amy D

ChFC®, Series 66

Springfield, VT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Passive / index investing ESG / Sustainable investing Wealth management Founder/Business Owner
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