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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 Sivak is a financial advisor with LPL Financial LLC, with over 30 years of experience in the financial services industry. Todd is registered in 22 states to offer securities and investment advisory services. Todd is also a registered principal with LPL Financial LLC. Todd provides investment advisory services to individuals, high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Todd's areas of specialization include retirement planning, college savings, and estate planning. Todd is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and goals.
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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WI
01/01/2025 - Present
LPL Financial LLC (OCONOMOWOC WI)
WI
01/08/2001 - 04/21/2020
MML INVESTORS SERVICES, LLC (OCONOMOWOC WI)
GA
04/26/1999 - 01/24/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CO
07/09/1997 - 05/05/1999
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
01/07/1992 - 07/23/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/07/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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