Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Christian Ericson is a financial advisor with Creative Planning, LLC. Todd has been in the industry for over 20 years, and has a diverse background working with firms like Edward Jones, State Farm VP Management Corp., and Fidelity Brokerage Services LLC. Todd holds the Series 6, 7, 26, 51, and 63 licenses, and is a Certified Financial Planner and Chartered Financial Consultant. Todd is based in Overland Park, KS and is an active member of the Financial Planning Association of Greater Kansas City.
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.
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KS
06/15/2022 - Present
Creative Planning (OVERLAND PARK KS)
KS
10/27/2014 - 05/07/2015
EDWARD JONES (OVERLAND PARK KS)
CO
08/27/2002 - 09/02/2014
STATE FARM VP MANAGEMENT CORP. (COLORADO SPRINGS CO)
RI
09/24/1999 - 07/08/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MO
03/05/1998 - 08/18/1999
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
08/04/1998 - 08/16/1999
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
FL
06/20/1994 - 02/05/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 12/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/09/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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