Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd David Witcraft is a financial advisor with Dougherty Wealth Advisers LLC in Wayzata, Minnesota. Todd has been in the industry since June 1990. Todd's primary registration is with the state of Minnesota as an Investment Advisor Representative (IAR). Todd has passed both the Series 6 and Series 63 exams. Todd is also a Personal Financial Specialist (PFS). Todd is the owner of Witcraft Advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
03/01/2018 - Present
Dougherty Wealth Advisers LLC (WAYZATA MN)
NA
06/14/1990 - 08/07/1990
PROTECTIVE GROUP SECURITIES CORPORATION
BC
Issued 06/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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