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Shaun Christopher Siers

Todd Asset Management LLC

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About Shaun Christopher Siers

Shaun Christopher Siers is an Investment Advisor Representative at Todd Asset Management LLC. Shaun is registered with the state of Kentucky and has been in the industry since 2014. Shaun has a designation of Chartered Financial Analyst. Shaun currently works out of the firm's Louisville, Kentucky branch. Shaun has experience working with high net worth individuals, charitable organizations, and other investment advisors. Shaun and Todd Asset Management LLC provide financial advice to clients through a variety of methods, including financial planning, portfolio management, and publication of periodicals.

Firm Information

Shaun Siers is currently registered with Todd Asset Management LLC. Todd Asset Management LLC is an investment advisor headquartered in Louisville, Kentucky. The firm provides advisory services to a variety of clients, including high-net-worth individuals, charitable organizations, and state or municipal government entities. Todd Asset Management LLC offers portfolio management for businesses and individuals, and also publishes periodicals and provides selection of other advisors. They have a total of 105 client accounts with approximately $4,469,969,570 in regulatory assets under management.
Todd Asset Management LLC

101 SOUTH 5TH STREET

LOUISVILLE, KY 40202

$4.47B

Assets Under Management

16

Total Clients

4

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provide and update model portfolio to platform clients under agreement

Provide and update model portfolio to platform clients under agreement

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shaun Siers’s Registration & Firm History

KY

06/13/2023 - Present

Todd Asset Management LLC (LOUISVILLE KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaun Christopher Siers.
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