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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Matia is an investment advisor representative at Hightower Advisors, LLC. Todd has been in the industry since August 1999. Todd is a certified financial planner and holds a Series 65 license. Todd specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Todd has experience working with clients such as insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Todd's firm, Hightower Advisors, LLC, is headquartered in Chicago, IL and has a branch office located in Colorado Springs, CO. Hightower Advisors, LLC, is a registered investment advisor with the Securities and Exchange Commission.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CO
10/18/2019 - Present
Hightower Advisors, LLC (Colorado Springs CO)
IA
Issued 10/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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