Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Lukasik is a financial advisor with MSH Capital Advisors LLC and has been in the industry since 2007. Todd is registered with the state of Arizona and Colorado and holds a Series 65 license. Todd has a strong background in wealth management and investment management. Todd specializes in working with high net worth individuals, corporations, and charitable organizations. MSH Capital Advisors LLC offers a variety of financial planning and investment management services, including portfolio management, financial planning, and pension consulting. Todd is a Chartered Financial Analyst.
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.
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.
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AZ
09/03/2020 - Present
MSH Capital Advisors LLC (SCOTTSDALE AZ)
IA
Issued 08/24/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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