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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Alan Arner is a financial advisor with over 20 years of experience in the industry. Todd is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Prior to joining Cambridge, Todd worked with VOYA FINANCIAL ADVISORS, INC., PNC INVESTMENTS, NATCITY INVESTMENTS, INC., THRIVENT INVESTMENT MANAGEMENT INC., and LUTHERAN BROTHERHOOD SECURITIES CORP. Todd holds Series 6, 7, 22, 24, 63, and 65 licenses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
06/14/2024 - Present
Cambridge Investment Research Advisors, Inc. (Saginaw MI)
MI
11/22/2010 - 02/04/2019
VOYA FINANCIAL ADVISORS, INC. (SAGINAW MI)
MI
11/13/2009 - 11/23/2010
PNC INVESTMENTS (BAY CITY MI)
MI
12/17/2004 - 11/13/2009
NATCITY INVESTMENTS, INC. (BAY CITY MI)
MN
07/01/2002 - 01/05/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
08/07/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 07/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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