Todd Whitmore (CRD# 2787151) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Evans, CO and has over 27 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Solid Financial Strategies | Evans, CO | Jan 2017 - Current | 7 |
| Packerland Brokerage Services, Inc. | Green Bay, WI | Jan 2010 - Current | 14 |
| Whitmore Financial | Greeley, CO | Apr 2004 - Current | 20 |
| Todd Whitmore | Greeley, CO | Jan 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2009 |
- CO
- FL
- IA
- KS
- NE
- NV
- OR
- PA
- SC
- WA
- WY
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Total Assets Under Management854MILLIONS
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Total Number of Accounts4,831ACCOUNTS
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Average Account Value$176,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, 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, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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