Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Muentzer is a financial advisor registered with LPL Financial LLC. Todd is a financial advisor who is registered as an investment advisor representative in Illinois. Todd has been working in the financial services industry since July 25, 2005. Previous firms where Todd was registered include Guggenheim Funds Distributors, LLC, Guggenheim Distributors, LLC, Zacks & Company, Banc One Securities Corporation and TD Waterhouse Investor Services, Inc.
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
IL
08/02/2017 - Present
LPL Financial LLC (CHICAGO IL)
IL
03/03/2014 - 09/30/2015
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (chicago IL)
IL
01/08/2007 - 03/03/2014
GUGGENHEIM DISTRIBUTORS, LLC (LISLE IL)
IL
04/29/2004 - 02/11/2005
ZACKS & COMPANY (CHICAGO IL)
IL
03/20/2002 - 02/24/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NE
01/22/2001 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 01/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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