Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Mitchell Utecht is a financial advisor registered with LPL Financial LLC. He is a Certified Financial Planner and a Chartered Financial Analyst. He has been in the financial services industry since 2001 and is currently registered with the state of Minnesota. Todd has worked with CUNA BROKERAGE SERVICES, INC. and CUSO FINANCIAL SERVICES, L.P. in the past. He has specialized in providing financial planning, portfolio management, and consulting services for a variety of clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
05/18/2022 - Present
LPL Financial LLC (ROSEVILLE MN)
MN
08/14/2008 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (ROSEVILLE MN)
MN
06/11/2003 - 08/13/2008
CUSO FINANCIAL SERVICES, L.P. (ST. PAUL MN)
SC
05/02/2001 - 06/26/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 04/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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