Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Kost has been in the financial services industry for over two decades. Todd is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. In previous roles, Todd has worked at Thurston Springer Financial, Private Client Services, LLC, Woodbury Financial Services, Inc. and The Sachs Company. Todd holds several securities licenses, including Series 7, Series 24, Series 63, Series 66, Series 99TO and the SIE. Todd specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and market timing services. Todd serves clients in a variety of locations, including Leavenworth, Indiana; Naples, Florida; and numerous other states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
11/13/2020 - Present
Cambridge Investment Research Advisors, Inc. (Leavenworth IN)
IN
01/15/2014 - 06/19/2020
THURSTON SPRINGER FINANCIAL (INDIANAPOLIS IN)
KY
11/05/2009 - 06/03/2013
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
KY
10/10/2003 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
10/15/1998 - 03/22/2002
THE SACHS COMPANY (LOUISVILLE KY)
BOTH
Issued 08/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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