Todd BramsonCRD Number: 1238811
Current Firm: Securian Financial Services, Inc.
Todd Bramson (CRD# 1238811) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Fitchburg, WI and has over 29 years of experience in the finance industry. Todd Bramson 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.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Bramson & Assoc||Fort Myers, FL||Jun 2004 - Current||12|
|Pass The Ace, LLC||Madison, WI||Oct 2002 - Current||14|
|C.r.i. Securities, Inc.||St Paul, MN||Mar 1990 - Current||27|
|Securian Financial Services, Inc.||St Paul, MN||Mar 1990 - Current||27|
|Minnesota Life Ins Co||St Paul, MN||May 1987 - Current||29|
|North Star Consultants, Inc & North Star Brokerage||Madison, WI||May 1987 - Current||29|
|North Star Consultants, Inc.||Madison, WI||May 1987 - Jul 2011||24|
|Augusta National Golf Club||Augusta, GA||Feb 2008 - Mar 2010||2|
|Gt Mortgage||Miami, FL||Jan 2007 - Dec 2008||1|
|Blackhawk Country Club||Madison, WI||Dec 2003 - Dec 2008||5|
|Marathon Advisors, Inc.||Minneapolis, MN||Jan 1988 - Dec 2007||19|
|Breakfast Optimist Club Foundation||Madison, WI||Jul 2001 - Dec 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1987|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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
- 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
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
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