Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Bertsch is an investment advisor representative for LPL Financial LLC. Todd has been in the financial services industry since November 20, 2001. Todd has been associated with LPL Financial LLC since May 18, 2022. Prior to that, Todd was associated with CUNA BROKERAGE SERVICES, INC. Todd is registered in Michigan, Colorado, Florida, Minnesota, North Carolina, and Ohio and has passed the Series 66, Series 7, and Series 24 exams. Todd is a graduate of University of Notre Dame.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
05/18/2022 - Present
LPL Financial LLC (Marysville MI)
MI
12/26/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Marysville MI)
MI
07/03/2014 - 12/14/2018
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
MI
01/03/2011 - 06/30/2014
ING FINANCIAL PARTNERS, INC. (SOUTHFIELD MI)
MI
08/13/2004 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (SOUTHFIELD MI)
MN
12/10/2003 - 05/25/2004
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
IL
09/26/2003 - 12/31/2003
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NY
01/11/2002 - 10/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
11/24/2000 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 12/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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