Years of Experience
5-20+ Years
KIMBERLY, WI
22 Years Experience
0 Disclosures
ADVISOR BIO
Todd John Hietpas is a registered representative with MML Investors Services, LLC located in Kimberly, WI. Todd has been in the securities industry since January 2003. Todd has passed the Series 66, Series 7, and SIE exams. Prior to working with MML Investors Services, LLC, Todd worked with MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, and PRUCO SECURITIES, LLC. Todd is a partner in a full-service local CPA firm.
SPECIALIZATIONS
BROOKFIELD, WI
38 Years Experience
1 Disclosures
ADVISOR BIO
Todd Richard Grunze is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Brookfield, WI. Todd has been in the financial services industry since July 1987 and has a wide range of experience, including providing financial planning, portfolio management, and pension consulting services. Todd holds the Series 6, 7, 62, and 63 licenses as well as the SIE exam. Todd has been registered with Stifel, Nicolaus & Company, Inc. since August 2007. Prior to joining Stifel, Nicolaus & Company, Inc. Todd worked at A.G. Edwards & Sons, Inc. and Equable Securities Corporation.
SPECIALIZATIONS
MEQUON, WI
0 Disclosures
ADVISOR BIO
Todd Matthew Krieg is an investment advisor representative with Pegasus Partners located in Mequon, WI. Todd has been in the industry since May 2003. Todd's firm, Pegasus Partners, has been registered with the SEC since 2015 and primarily focuses on providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Todd is a Chartered Financial Analyst and has been registered in Wisconsin since March 2015.
SPECIALIZATIONS
MADISON, WI
33 Years Experience
3 Disclosures
ADVISOR BIO
Todd Michael Wiedenfeld is a financial advisor with RBC Capital Markets, LLC. Todd has been in the financial services industry since 1992 and has experience with Morgan Stanley and First Union Securities. Todd holds the Series 63, Series 7, and SIE licenses. Todd is registered in Connecticut, Delaware, Florida, Illinois, Kansas, Maryland, Michigan, Minnesota, Missouri, Montana, Oklahoma, Pennsylvania, South Carolina, Texas and Wisconsin. Todd specializes in providing financial advice and portfolio management for individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
Fort Atkinson, WI
0 Disclosures
ADVISOR BIO
Todd Alan Wolff is a financial advisor with CWM, LLC. Todd has over 20 years of experience in the financial services industry. Todd is registered with the state of Wisconsin. Todd holds Series 6, 7, 63 and 66 licenses. Todd is a licensed insurance agent. Todd has also worked for LPL Financial LLC and Cetera Advisor Networks LLC. Todd specializes in providing financial planning and investment management services to individuals and families.
SPECIALIZATIONS
Milwaukee, WI
37 Years Experience
0 Disclosures
ADVISOR BIO
Todd Nichol is a financial advisor currently working at Robert W. Baird & Co. Inc. since August 2002. Todd has worked in the financial industry since 1987. Todd holds multiple licenses and designations, including Series 3, 7, 9, 10, 24, 52TO, 53, 63, 66, 79TO, and SIE. Todd is a registered investment advisor in multiple states.
SPECIALIZATIONS
Mount Pleasant, WI
39 Years Experience
0 Disclosures
ADVISOR BIO
Todd Schober is a financial advisor with Lion Street Advisors, LLC in Mount Pleasant, Wisconsin. Todd has been in the financial services industry for over 37 years and has been registered with the Securities and Exchange Commission (SEC) since 2003. Todd is a Certified Financial Planner and a Chartered Financial Consultant.
SPECIALIZATIONS
APPLETON, WI
23 Years Experience
0 Disclosures
ADVISOR BIO
Todd Schamberger is a financial advisor in Appleton, Wisconsin. Todd has been in the financial industry since August 2001 and has been registered with Ameriprise Financial Services, LLC since 2001. Todd specializes in providing financial planning, portfolio management, and asset allocation services for individuals, businesses, charitable organizations, and trusts/estates. He also offers pension consulting and educational seminars. Todd is licensed to sell securities in Arizona, Colorado, Connecticut, Florida, Michigan, New Mexico, Texas, and Wisconsin.
SPECIALIZATIONS
JANESVILLE, WI
23 Years Experience
0 Disclosures
ADVISOR BIO
Todd Edward Holden is a financial advisor with over 20 years of experience in the industry. Todd Holden is registered with LPL Financial LLC. The advisor holds the Series 6, 7, 63, and 65 licenses. Todd Holden has previously worked for Woodbury Financial Services, Inc. and SII INVESTMENTS, INC. The advisor has a wide range of experience and expertise in various financial services. Todd Holden specializes in working with individuals, businesses, pension and profit-sharing plans, and charitable organizations.
SPECIALIZATIONS
WAUKESHA, WI
27 Years Experience
0 Disclosures
ADVISOR BIO
Todd Kreitzman is an investment advisor representative with Kestra Advisory Services, LLC. He is registered with the state of Wisconsin and has been in the industry since 1998. Todd has experience working with individuals, corporations, pension and profit sharing plans, insurance companies, and charitable organizations. Todd is a Managing Partner for Robertson & Ryan Financial Services, which provides investment advisory services through Kestra Advisory Services, LLC. Todd has a background in financial planning and portfolio management. He also provides education and consulting services.
SPECIALIZATIONS
