Unclaimed
Todd Lyle Guennigsmann is a financial advisor with over 18 years of experience in the financial services industry. Todd has a broad range of experience, having worked with several firms including Raymond James Financial Services, Inc. and Wells Fargo Advisors Financial Network, LLC. He is registered to provide investment advice in Minnesota and Texas. Todd is a highly experienced advisor with a solid track record of success.
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.
Investment consulting services to institutional 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.
1
2
MN
09/07/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WILLMAR MN)
MN
03/01/2012 - 10/05/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST CLOUD MN)
MN
02/18/2010 - 03/02/2012
BANCWEST INVESTMENT SERVICES, INC. (GREENWALD MN)
MN
01/02/2009 - 02/19/2010
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/06/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/29/2007 - 03/06/2008
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
06/28/2007 - 03/05/2008
LPL FINANCIAL CORPORATION (WAYZATA MN)
MN
02/08/2006 - 05/31/2007
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
10/28/2004 - 01/23/2006
WELLS FARGO INVESTMENTS, LLC (FOREST LAKE MN)
BOTH
Issued 12/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/30/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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