Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Odell Todd is a registered investment advisor representative associated with Northwestern Mutual Investment Services, LLC. John has been in the financial services industry since July 9, 1997. John holds Series 6, 63 and 65 licenses and the SIE exam. John is registered to provide investment advice in 25 states, including California, Arizona, Connecticut, Florida and Georgia. John also owns and operates TFI Insurance Solutions LLC, where John is an insurance broker. John has worked for Northwestern Mutual since 1995.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
CA
12/16/2014 - Present
Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)
WI
07/10/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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