Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Arnold Havemeister

Blueskye Investment Advisers, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Todd? Claim Your Profile

About Todd Arnold Havemeister

Todd Havemeister is an investment advisor representative associated with Blueskye Investment Advisers, LLC, a Registered Investment Advisor located in Orlando, FL. Todd has been in the financial services industry since 1989. Todd has experience with a wide range of investment services including portfolio management for individuals and businesses. Todd has also provided pension consulting. He has experience with a variety of client types including individuals, high net worth individuals, corporations or other businesses and pension and profit sharing plans. Todd is licensed in Florida and has passed several industry exams including the Series 63, Series 66, Series 7, Series 3 and the SIE exam. Todd is also a Registered Principal with the Series 4 and Series 24. Prior to joining Blueskye, Todd worked at Great Point Capital, LLC in Melbourne, FL, GI Broadband in Maitland, FL, J.P. Turner & Company, L.L.C. in Maitland, FL, JHS Capital Advisors, Inc. in Maitland, FL, Empire Financial Group, Inc. in Maitland, FL, FSC Securities Corporation in Atlanta, GA, Fairchild Financial Group, Inc. in New York, NY, Corporate Securities Group, Inc. in St. Louis, MO and J. W. Gant & Associates, Inc.

Firm Information

Todd Havemeister is currently registered with Blueskye Investment Advisers, LLC. Blueskye Investment Advisers, LLC is an investment advisor specializing in family office services, pension consulting, and portfolio management for individuals, businesses, and pension plans. They manage approximately $49.4 million in assets for 94 clients, including 23 high-net-worth individuals and 39 individuals other than high-net-worth.

$49.40M

Assets Under Management

Not reported

Total Clients

5

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Todd Havemeister’s Registration & Firm History

FL

01/01/2025 - Present

Blueskye Investment Advisers, LLC (ORLANDO FL)

FL

08/21/2018 - 05/05/2022

GREAT POINT CAPITAL LLC (Melbourne FL)

FL

09/08/2010 - 03/26/2012

J.P. TURNER & COMPANY, L.L.C. (MAITLAND FL)

FL

11/24/2008 - 09/03/2010

JHS CAPITAL ADVISORS, INC. (MAITLAND FL)

FL

08/05/2002 - 11/25/2008

EMPIRE FINANCIAL GROUP, INC. (MAITLAND FL)

GA

12/14/1999 - 08/05/2002

FSC SECURITIES CORPORATION (ATLANTA GA)

NY

02/26/1993 - 11/17/1999

FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)

MO

07/10/1992 - 03/11/1993

CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)

NA

04/18/1989 - 07/28/1992

J. W. GANT & ASSOCIATES, INC.

Not sure if Todd Arnold Havemeister is right for you?

Licenses & Designations

BOTH

Issued 01/10/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/1996

Series 4 - Registered Options Principal Examination

BC

Issued 06/29/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/29/2012

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 12 public disclosures for Todd Arnold Havemeister. Review regulatory record here.
Not sure if Todd Arnold Havemeister is right for you?