Todd Kamenick (CRD# 2715977) is an Investment Advisor Representative working at Lpl Financial LLC in Eau Claire, WI and has over 28 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Credit Union | Eau Claire, WI | Mar 2022 - Current | 2 |
Lpl Financial LLC | Eau Claire, WI | Mar 2022 - Current | 2 |
Minnesota Wire And Cable | Eau Claire, WI | Jan 2017 - Mar 2022 | 5 |
Chieftain Sands And Proppant, LLC | New Auburn, WI | Jan 2015 - Jan 2017 | 2 |
Countertops, Inc. | Eau Claire, WI | Sep 2010 - Jan 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1996 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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