Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Raymond Trautman is a financial professional with over 25 years of experience in the industry. He is currently a registered Investment Advisor Representative with Prodigy Asset Management LLC. Todd is also a Certified Financial Planner and a Chartered Financial Analyst. He is registered in Texas and Nebraska. Todd has prior experience with Ameritas Investment Corp, where he was registered for approximately five years.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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NE
11/17/2011 - Present
Prodigy Asset Management LLC (OMAHA NE)
NE
10/24/1997 - 02/08/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 10/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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