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Todd Nathan Robison

Kestra Investment Services, LLC

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About Todd Nathan Robison

Todd Nathan Robison is a financial professional with over 28 years of experience in the industry. Todd is currently registered with Kestra Investment Services, LLC and is licensed in 15 states, including Connecticut, Florida, New York, and California. He is Series 6 and SIE licensed. Prior to joining Kestra Investment Services, LLC, Todd was a registered representative with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.

Firm Information

Todd Robison is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Todd Robison’s Registration & Firm History

CT

04/27/2011 - Present

Kestra Investment Services, LLC (WESTPORT CT)

CT

04/13/1994 - 04/11/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD CT)

WI

03/16/1999 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 06/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Nathan Robison.
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