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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 Robert Vander lugt is a financial advisor with over 25 years of experience in the industry. Todd has been registered with the Securities and Exchange Commission since 1994. Todd holds Series 6, 7, 63 and 65 licenses, as well as the SIE exam. He has a Certified Financial Planner designation. Currently Todd is an Investment Advisor Representative with Independent Advisor Alliance, LLC based in Holland, MI. Todd also holds licenses in Florida, Michigan and Texas. Todd's previous experience was with Waddell & Reed, Inc. for over 20 years. Todd specializes in working with a wide range of clients, including high-net-worth individuals, corporations, investment companies, and charitable organizations. Todd provides financial planning, investment management, and pension 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.
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.
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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MI
01/03/2025 - Present
Independent Advisor Alliance, LLC (Holland MI)
MI
03/28/1994 - 01/31/2017
WADDELL & REED (HOLLAND MI)
IA
Issued 07/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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