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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 Kreitzman is an investment advisor representative with Kestra Advisory Services, LLC. He is registered with the state of Wisconsin and has been in the industry since 1998. Todd has experience working with individuals, corporations, pension and profit sharing plans, insurance companies, and charitable organizations. Todd is a Managing Partner for Robertson & Ryan Financial Services, which provides investment advisory services through Kestra Advisory Services, LLC. Todd has a background in financial planning and portfolio management. He also provides education and consulting services.
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.
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.
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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2
WI
04/19/2016 - Present
Kestra Advisory Services, LLC (WAUKESHA WI)
WI
07/16/2013 - 10/01/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
WI
02/17/2012 - 06/04/2013
COMMONWEALTH FINANCIAL NETWORK (HARTLAND WI)
TN
06/15/2011 - 01/03/2012
NFP SECURITIES, INC. (NASHVILLE TN)
TN
06/06/2007 - 07/29/2008
FTN MIDWEST SECURITIES CORP. (NASHVILLE TN)
TN
09/24/2003 - 05/07/2007
STEPHENS INC. (NASHVILLE TN)
GA
06/28/2000 - 01/29/2003
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
10/01/1999 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
WI
11/27/1998 - 09/28/1999
TUCKER ANTHONY CLEARY GULL (MILWAUKEE WI)
WI
10/18/1996 - 11/27/1998
CLEARY GULL REILAND & MCDEVITT INC. (MILWAUKEE WI)
RI
07/08/1996 - 11/05/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MO
06/27/1994 - 06/17/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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