Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Gleason is a financial advisor with over 30 years of experience in the industry. Todd is currently registered with LPL Financial LLC and is licensed in several states. Prior to joining LPL Financial LLC, Todd had been registered with several other firms including Investment Financial Corporation, Banc One Securities Corporation, Investment Centers of America, Inc., and Fortis Investors, Inc. Todd has a variety of experience and licenses in the industry and is available to help individuals, families and businesses with their financial planning and investment needs.
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.
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2
CO
03/28/2013 - Present
LPL Financial LLC (DENVER CO)
WI
02/05/1997 - 09/16/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
05/08/1995 - 02/04/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
10/21/1993 - 06/06/1995
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MN
01/08/1992 - 09/16/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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