Todd Trautman (CRD# 2936534) is an Investment Advisor Representative working at Prodigy Asset Management LLC in Omaha, NE and has over 26 years of experience in the finance industry. Todd Trautman 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# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
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.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prodigy Asset Management, LLC | Omaha, NE | Mar 2007 - Current | 17 |
| Father Flanagan's Boys Home | Boys Town, NE | Mar 2007 - Jun 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- CA
- NE
- TX
-
Total Assets Under Management3,361MILLIONS
-
Total Number of Accounts201ACCOUNTS
-
Average Account Value$16,719,651
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, NE, TX
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