Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Lee Replogle is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with KCD Financial, Inc. and is located in Green Bay, Wisconsin. Todd is a Series 6 and Series 63 licensed representative and specializes in financial planning, portfolio management for individuals, and selection of other advisors. His previous experience includes positions at Capital Analysts, Incorporated, Medallion Investment Services, Inc., USAllianz Securities, Inc., ProEquities, Inc., and MONY Securities Corporation.
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.
Helps you choose top advisors aligned with your financial 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.
A portion of fees paid to 3rd party advisors
1
2
WI
04/19/2006 - Present
KCD Financial, Inc. (Green Bay WI)
OH
01/08/2004 - 04/20/2006
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MD
03/26/2003 - 12/31/2003
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
MN
02/13/2002 - 03/19/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
AL
05/04/2001 - 02/12/2002
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
09/07/2000 - 05/14/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
VA
09/15/1998 - 09/08/2000
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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