Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Smith is a financial advisor at Osaic Wealth, Inc. Todd has over 30 years of experience in the financial services industry and has a strong track record of success. Todd is a highly skilled and experienced professional who is committed to providing his clients with personalized financial advice and guidance. Todd specializes in providing financial planning services, investment management services and insurance products.
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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MN
06/14/2024 - Present
Osaic Wealth, Inc. (BLUE EARTH MN)
MN
11/15/2017 - 06/14/2024
SECURITIES AMERICA, INC. (BLUE EARTH MN)
MN
08/29/1997 - 11/15/2017
SII INVESTMENTS, INC. (BLUE EARTH MN)
NY
05/02/1996 - 09/19/1997
CFS BROKERAGE CORP. (NEW YORK NY)
MN
01/19/1996 - 05/09/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
02/11/1992 - 01/25/1996
FBL MARKETING SERVICES, INC. (WEST DES MOINES IA)
BC
Issued 12/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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