Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Dimmer is a financial advisor with Cambridge Investment Research Advisors, Inc. He has been in the financial services industry since 2001 and has a broad range of experience in providing financial planning and investment advice to individuals and businesses. Todd holds Series 6, 63, and 65 licenses and is registered to provide investment advice in several states. In addition to his work with Cambridge, Todd is also an Independent Insurance Agent for various independent insurance companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
06/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Cedar Rapids IA)
IA
12/18/2015 - 06/22/2021
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
02/08/2006 - 12/21/2015
VOYA FINANCIAL ADVISORS, INC. (CEDAR RAPIDS IA)
NY
10/19/2001 - 11/21/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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