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Todd Clinton Wirick

Prosperity Wealth Management, Inc.

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About Todd Clinton Wirick

Todd Wirick is a financial advisor with over 29 years of experience in the industry. Todd has a Series 6, Series 7, Series 63, and SIE licenses. Todd is currently registered with Prosperity Wealth Management, Inc. in Ohio and has previous registrations with J.W. COLE FINANCIAL, INC., THE O.N. EQUITY SALES COMPANY, MML INVESTORS SERVICES, INC., and G. R. PHELPS & CO., INC. Todd is a financial advisor who provides financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Todd Wirick is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Todd Wirick’s Registration & Firm History

OH

01/06/2020 - Present

Prosperity Wealth Management, Inc. (Sylvania OH)

OH

04/29/2011 - 04/16/2014

J.W. COLE FINANCIAL, INC. (SYLVANIA OH)

OH

07/20/2009 - 08/13/2010

J.W. COLE FINANCIAL, INC. (SYLVANIA OH)

OH

04/07/2003 - 03/31/2009

THE O.N. EQUITY SALES COMPANY (TOLEDO OH)

MA

03/01/1996 - 04/23/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

07/20/1992 - 03/01/1996

G. R. PHELPS & CO., INC.

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Licenses & Designations

BC

Issued 08/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/17/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Todd Clinton Wirick. Review regulatory record here.
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