Todd Macke, financial advisor Fort Myers FL
96 score

Todd Macke

CRD Number: 1450239
Current Firm: Macke Financial Advisory Group

Todd Macke (CRD# 1450239) is an Investment Advisor Representative working at Macke Financial Advisory Group in Fort Myers, FL and has over 26 years of experience in the finance industry. Todd Macke 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.

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Professional Designations
Company Name Location Dates Years
Macke Financial Advisors Ft Myers, FL Jul 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
Contact Info for Todd C. Macke
Phone Number: 239-275-1122
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    138
    MILLIONS
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $210,256
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, OH

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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