Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Heinrich Brandstadt is a financial advisor with over 25 years of experience in the industry. Todd is a Certified Financial Planner™ professional and holds a variety of licenses and registrations. Todd is a registered representative of Benjamin F. Edwards & Company, Inc. and an Investment Advisor Representative of Benjamin F. Edwards & Company, Inc. Todd's primary office is located in Grand Rapids, MI. Prior to joining Benjamin F. Edwards & Company, Inc., Todd was a financial advisor at Raymond James & Associates, Inc., Wachovia Securities, LLC and A.G. Edwards & Sons, Inc. The advisor offers investment advisory services to individuals, businesses, trusts, estates, and retirement plans. Todd can also provide financial planning services. The advisor's specializations include: Retirement planning, Estate planning, College savings, Insurance, and Tax planning.
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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2
MI
04/21/2014 - Present
Benjamin F. Edwards & Company, Inc. (Grand Rapids MI)
MI
11/14/2008 - 04/23/2014
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
01/01/2008 - 11/24/2008
WACHOVIA SECURITIES, LLC (GRAND RAPIDS MI)
MI
08/21/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRAND RAPIDS MI)
BOTH
Issued 12/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1997
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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