Unclaimed
Todd Michael Zajicek is a financial advisor with First Command Advisory Services. Todd has over 25 years of experience in the financial industry. Todd is a Registered Representative and a licensed Investment Advisor Representative. Todd specializes in Financial Planning and Portfolio Management for individuals.
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.
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
TX
01/24/2025 - Present
First Command Advisory Services (FORT WORTH TX)
MN
05/18/2011 - 06/14/2023
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
MN
08/24/2005 - 05/23/2011
H.D. VEST INVESTMENT SERVICES (PLYMOUTH MN)
MA
02/13/2003 - 11/21/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MN
05/25/1995 - 08/07/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
NA
02/10/1987 - 05/26/1987
FIRST INVESTORS CORPORATION
IA
Issued 01/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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