Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Hartsough is a registered investment advisor representative with CX Institutional, LLC. Todd has been in the financial services industry since 2003. Todd has worked in both the healthcare industry and in the education sector. Todd is also active in his local community. Todd currently holds the Series 65 license.
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.
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.
1
2
IN
01/02/2024 - Present
CX Institutional, LLC (AUBURN IN)
IA
Issued 05/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Todd Hartsough is the right advisor for you? Invested Better is here to help.
