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 Kelly is a financial advisor registered with BFC Planning, Inc. in Cincinnati, OH. Todd has been in the financial services industry since 2007 and specializes in providing financial planning services to individuals and families. Todd also has experience with charitable organizations and pension and profit-sharing plans. He is licensed to provide financial advice in Florida, Illinois, Indiana, Iowa, Kentucky, Michigan, Ohio, Texas, and Virginia.
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.
Solicitor fee
1
2
OH
10/23/2014 - Present
BFC Planning, Inc. (CINCINNATI OH)
OH
06/08/2007 - 10/27/2014
SUMMIT BROKERAGE SERVICES, INC. (LOVELAND OH)
BOTH
Issued 10/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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