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Todd Franklin Senter

Woodard & Co. Asset Management Group Inc.

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About Todd Franklin Senter

Todd Franklin Senter is a financial advisor with Woodard & Co. Asset Management Group Inc.. Todd Senter has been in the financial industry for over 18 years. He has a Series 65 license and is a Certified Financial Planner. Todd Senter specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses. Todd Senter is registered as an investment advisor in Colorado, Florida, Georgia, North Carolina, Ohio, South Carolina, Texas, and Virginia.

Firm Information

Todd Senter is currently registered with Woodard & Co. Asset Management Group Inc.. Woodard & Co. Asset Management Group Inc. is a registered investment advisor with its main office in BERMUDA RUN, NC. They provide portfolio management services for individuals and businesses, as well as financial planning and pension consulting. They also publish periodicals. The firm manages over $911 million in assets for 1,819 clients.
Woodard & Co. Asset Management Group Inc.

117 KINDERTON BOULEVARD

BERMUDA RUN, NC 27006

$911.00M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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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percentage of assets

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

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Todd Senter’s Registration & Firm History

NC

04/26/2018 - Present

Woodard & Co. Asset Management Group Inc. (BERMUDA RUN NC)

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Licenses & Designations

IA

Issued 04/30/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Franklin Senter.
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