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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Dathe is a financial advisor working with Aspen Private Advisors, LLC. Todd has been working in the financial industry since 2000 and has a wide range of experience. Todd provides financial planning, portfolio management and pension consulting. Aspen Private Advisors, LLC is a Registered Investment Advisor specializing in providing personalized financial planning and investment management solutions.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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SD
08/20/2018 - Present
Aspen Private Advisors, LLC (Sioux Falls SD)
SD
05/07/2015 - 08/23/2019
LPL FINANCIAL LLC (SIOUX FALLS SD)
SD
05/05/2010 - 05/08/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (SIOUX FALLS SD)
SD
01/01/2008 - 05/06/2010
WELLS FARGO ADVISORS, LLC (SIOUX FALLS SD)
SD
06/10/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SIOUX FALLS SD)
MO
03/11/2003 - 06/11/2003
EDWARD JONES (ST. LOUIS MO)
AZ
06/13/2000 - 04/17/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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