Unclaimed
Todd Joseph Richhart is an active financial advisor registered with Voya Financial Advisors, Inc. Todd has been in the industry since November 2007 and holds Series 66, Series 7, and SIE licenses. Todd specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Todd has worked previously with ALLSTATE FINANCIAL SERVICES, LLC, VALIC FINANCIAL ADVISORS, INC., MWA FINANCIAL SERVICES INC., and EDWARD JONES. Todd is licensed to provide investment advice in Arizona, Florida, Indiana, Michigan, and Ohio.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/28/2019 - Present
Voya Financial Advisors, Inc. (MIAMISBURG OH)
OH
11/30/2017 - 01/22/2019
ALLSTATE FINANCIAL SERVICES, LLC (Kettering OH)
OH
06/29/2011 - 11/30/2017
VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)
OH
06/12/2008 - 06/30/2011
MWA FINANCIAL SERVICES INC. (DAYTON OH)
OH
09/12/2007 - 04/16/2008
EDWARD JONES (VANDALIA OH)
BOTH
Issued 03/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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