Todd Talbot (CRD# 4197828) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 23 years of experience in the finance industry. Todd Talbot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth, LLC | Overland Park, KS | Apr 2023 - Current | 1 |
| (dba) Red Mountain Financial | Birmingham, AL | Aug 2017 - Current | 6 |
| Concourse Financial Group Securities Inc. | Birmingham, AL | Nov 2018 - Apr 2023 | 4 |
| Concourse Financial Group Securities Inc. | Birmingham, AL | Aug 2017 - Apr 2023 | 5 |
| First Advisors Capital | Birmingham, AL | Aug 2017 - Oct 2018 | 1 |
| Principal Life Insurance Company | Birmingham, AL | Aug 2014 - Aug 2017 | 3 |
| Princor Financial Group | Birmingham, AL | Aug 2014 - Aug 2017 | 3 |
| Axa Advisors, LLC | New York, NY | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
- AL
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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