Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Kross is a financial professional with over 16 years of experience in the industry. Todd is currently an Investment Advisor Representative with CreativeOne Wealth, LLC. Todd has previously worked with M&T Securities, Inc., Key Investment Services LLC, LPL Financial LLC, and HSBC Securities (USA) Inc. Todd's specialties include Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Financial Planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
11/14/2022 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
NY
06/28/2017 - 06/09/2021
M&T SECURITIES, INC. (ENDICOTT NY)
NY
09/21/2016 - 06/06/2017
KEY INVESTMENT SERVICES LLC (BINGHAMTON NY)
NY
06/22/2012 - 09/21/2016
LPL FINANCIAL LLC (WINDSOR NY)
NY
10/14/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (WINDSOR NY)
IA
Issued 02/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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