Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Jones is a financial advisor with over 28 years of experience in the industry. Todd is currently registered with Thrivent Investment Management Inc. and has previously worked with OSAIC FS, INC., OSAIC FA, INC., THE LEADERS GROUP, INC., CPS FINANCIAL & INSURANCE SERVICES, INC., ING FINANCIAL PARTNERS, INC., and LINCOLN FINANCIAL ADVISORS CORPORATION. Todd holds the Series 6, 7, 24, 52TO, 63 and 65 licenses. Todd specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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
MN
08/21/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
IN
09/19/2014 - 08/19/2024
OSAIC FS, INC. (FORT WAYNE IN)
IN
10/02/2012 - 08/19/2024
OSAIC FA, INC. (FORT WAYNE IN)
CO
01/10/2008 - 09/20/2012
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
07/23/2007 - 01/30/2008
CPS FINANCIAL & INSURANCE SERVICES, INC. (IRVINE CA)
IN
01/04/2007 - 07/19/2007
ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)
CA
02/14/2005 - 01/05/2007
CPS FINANCIAL & INSURANCE SERVICES, INC. (IRVINE CA)
IN
04/19/1994 - 11/17/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/19/1994 - 11/17/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/16/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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