Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Todd is a financial advisor who has been in the industry since June 2010. Stephen has a strong background in both the securities and investment advisory fields. Stephen is currently registered as an Investment Advisor Representative with WCG Wealth Advisors, LLC and as a Registered Representative with THE Wealth Consulting Group. Stephen holds Series 7, 31, and 66 licenses as well as the SIE designation. Previously, Stephen was registered with UBS Financial Services Inc, Morgan Stanley Smith Barney, and Waddell & Reed. Stephen focuses on providing financial planning and portfolio management services to individuals, high net worth individuals, corporations or businesses, pension and profit-sharing plans, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
KS
07/14/2023 - Present
THE Wealth Consulting Group (Overland Park KS)
KS
11/27/2013 - 05/09/2017
WADDELL & REED (LEAWOOD KS)
KS
08/17/2011 - 12/05/2013
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
KS
06/03/2010 - 08/26/2011
MORGAN STANLEY SMITH BARNEY (OVERLAND PARK KS)
BOTH
Issued 06/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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