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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed
location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Todd Michael Wickwire is an investment advisor representative with Homrich Berg. Todd Michael Wickwire has been in the industry since 1993. Todd Michael Wickwire is registered with the state of Maryland and holds FINRA Series 63, 65, 7, 24, 62, and 87 licenses. Todd Michael Wickwire specializes in advising high-net-worth individuals, investment companies, corporations, and charitable organizations. Todd Michael Wickwire is also an adjunct professor at Loyola University Maryland. Prior to joining Homrich Berg, Todd Michael Wickwire was employed by Wells Fargo Securities, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
BILL PAY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Virtera Partners LLC | CFA ® (Certifications)

location

PEPPER PIKE, OH

0 Disclosures

ADVISOR BIO

Todd David Pence is a Registered Investment Advisor representative registered with the state of Ohio. He currently works at Virtera Partners LLC, a firm with a focus on providing financial advice to high-net-worth individuals, pooled investment vehicles and charitable organizations. Todd has a Chartered Financial Analyst designation and has specialized in providing services related to portfolio management for individuals and businesses. Todd's experience includes working for Parkwood LLC from May 2013 to the present.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Marvin & Palmer Associates | CFA ® (Certifications)

location

WILMINGTON, DE

0 Disclosures

ADVISOR BIO

Todd David Marvin is a registered Investment Advisor Representative (IAR) associated with Marvin & Palmer Associates. Mr. Marvin has been working in the financial industry since June 1991. He holds a Series 65 license and a Series 2 license. Mr. Marvin is a Chartered Financial Analyst and is registered in Delaware. Marvin & Palmer Associates provides portfolio management services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Milwaukee, WI

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Creative Planning | CFP ®,CFC ® (Certifications)

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Todd Christian Ericson is a financial advisor with Creative Planning, LLC. Todd has been in the industry for over 20 years, and has a diverse background working with firms like Edward Jones, State Farm VP Management Corp., and Fidelity Brokerage Services LLC. Todd holds the Series 6, 7, 26, 51, and 63 licenses, and is a Certified Financial Planner and Chartered Financial Consultant. Todd is based in Overland Park, KS and is an active member of the Financial Planning Association of Greater Kansas City.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ascensus Investment Advisors, LLC

location

NEWTON, MA

0 Disclosures

ADVISOR BIO

Todd Andrew Brooker is an investment advisor representative associated with Ascensus Investment Advisors, LLC. Todd Andrew Brooker is registered in Massachusetts as an investment advisor representative.

SPECIALIZATIONS

Pension Consulting Services
PORTFOLIO MGMT/OVERSIGHT INCL REVIEW OF ALLOCATIONS & SELECTION OF UNDERLYING SECURITIES FOR QUAL TUITION 529/529A & SFRP PLANS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

Knoxville, TN

0 Disclosures

ADVISOR BIO

Todd Redd is a financial advisor with over 30 years of experience. Todd currently works at Mariner Wealth Advisors in Knoxville, TN. Todd has a strong background in the financial industry, holding both Series 63 and Series 65 licenses and Series 24 principal license. Todd is a Certified Financial Planner™ professional. Previous firms Todd was associated with include: CETERA ADVISOR NETWORKS LLC, WOODBURY FINANCIAL SERVICES, INC., FIRST TENNESSEE BROKERAGE, INC., SUNTRUST INVESTMENT SERVICES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, FIRST TENNESSEE BROKERAGE, INC., WACHOVIA SECURITIES, INC., LIBERTY SECURITIES CORPORATION, INDEPENDENT FINANCIAL SECURITIES, INC., SOUTHTRUST SECURITIES, INC., A. G. EDWARDS & SONS, INC., SMITH BARNEY INC. and LEHMAN BROTHERS INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Parkside Investments, LLC

location

DEERFIELD, IL

disclosure

1 Disclosures

ADVISOR BIO

Todd Needlman is an investment advisor representative at Parkside Investments, LLC. Todd has been in the financial services industry since 1999 and has a wide range of experience in the securities industry. Todd is a licensed investment advisor representative in Illinois, with expertise in a variety of investment strategies. Parkside Investments, LLC is a registered investment advisor with offices in Deerfield, Illinois. The firm specializes in providing portfolio management services to high-net-worth individuals, families, and institutions.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BLUE ASH, OH

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Todd Hicks is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Blue Ash, Ohio. Todd has been a registered financial advisor for over 30 years and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He provides financial planning, portfolio management, and pension consulting services. His expertise includes stocks, bonds, mutual funds, and options. Todd is a Series 7, 24, 31, 63 and 65 licensed holder.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Delafield, WI

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Todd Krempasky is a financial advisor with RBC Capital Markets, LLC. Todd has been in the financial services industry since 1985. Todd has a wide range of experience working with a variety of clients, including individuals, businesses, and institutions. Todd is committed to providing his clients with personalized financial advice and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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