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Todd William McElroy

PGI Wealth Management

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About Todd William McElroy

Todd McElroy is a financial advisor with PGI Wealth Management. Todd has been in the industry for over 20 years, previously working with Principal Securities, Inc. and Princor Financial Services Corporation. Todd is licensed to provide investment advice in Minnesota and Georgia, and holds Series 6, Series 63, Series 65, and SIE licenses. Todd specializes in providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Todd McElroy is currently registered with PGI Wealth Management. PGI Wealth Management is a Milton, GA-based registered investment advisor with over $934 million in assets under management. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. They have a team of 7 investment advisor representatives.
PGI Wealth Management

13680 HIGHWAY 9

MILTON, GA 30004

$934.44M

Assets Under Management

307

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd McElroy’s Registration & Firm History

GA

08/28/2018 - Present

PGI Wealth Management (MILTON GA)

MN

10/01/2003 - 09/04/2018

PRINCIPAL SECURITIES, INC. (MINNEAPOLIS MN)

IA

07/08/1993 - 07/28/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 08/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd William McElroy.
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