Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Ronald Herbel is a financial advisor with over 20 years of experience in the financial services industry. Todd is currently registered with LPL Financial LLC and has branch offices in West Fargo, ND, Sun City, AZ, Casa Grande, AZ and Scottsdale, AZ. Todd has previously been registered with Investment Centers of America, Inc., Invest Financial Corporation, Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp.. Todd holds the Series 63, SIE, and Series 7 licenses. Todd specializes in working with clients on financial planning, portfolio management, and investment advisory services. Todd has a deep understanding of the financial markets and is committed to providing personalized service to his clients.
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
ND
11/29/2017 - Present
LPL Financial LLC (WEST FARGO ND)
ND
10/22/2012 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (WEST FARGO ND)
MN
03/10/2004 - 10/22/2012
INVEST FINANCIAL CORPORATION (FERGUS FALLS MN)
MN
07/01/2002 - 03/22/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
09/04/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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