Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Brian Diven is a financial advisor with over 20 years of experience in the industry. Todd is a CERTIFIED FINANCIAL PLANNER™ professional and a registered representative of Wealth Enhancement Advisory Services, LLC. Todd holds a Series 63, 65, 7 and 24 license as well as the SIE exam. Todd is also registered as an Investment Advisor Representative in Illinois.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
IL
11/15/2013 - Present
Wealth Enhancement Advisory Services, LLC (ITASCA IL)
IL
10/08/2003 - 11/18/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ITASCA IL)
IN
11/20/2000 - 10/03/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/20/2000 - 10/03/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
SC
08/31/2000 - 11/13/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 12/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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