Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Goetsch is a financial advisor registered with Cetera Investment Advisers LLC, where he currently works in the Wausau, WI office. He has been in the financial services industry since 1995. Todd has a long and varied career, with prior experience at Fahnestock & Co., Inc. in New York, NY. In addition to being a financial advisor, Todd is also an insurance agent and has several professional designations and registrations in multiple states. Cetera Investment Advisers LLC is a national firm with a focus on serving both individuals and institutions.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (WAUSAU WI)
NY
03/23/1995 - 12/31/1995
FAHNESTOCK & CO., INC. (NEW YORK NY)
IA
Issued 06/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Goetsch is the right advisor for you? Invested Better is here to help.
