Todd Diven, financial advisor Itasca IL

Todd Diven

CRD Number: 4246598
Current Firm: Wealth Enhancement Advisory Services, LLC

Todd Diven (CRD# 4246598) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Itasca, IL and has over 20 years of experience in the finance industry. Todd Diven 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
Wealth Enhancement Group Itasca, IL Nov 2013 - Current 7
Lpl Financial LLC Itasca, IL Nov 2013 - Current 7
Wealth Enhancement Brokerage Services Plymouth, MN Nov 2013 - Current 7
Wealth Enhancement Advisory Services Plymouth, MN Nov 2013 - Current 7
Raymond James Financial Services Advisors, Inc. Itasca, IL Jan 2009 - Nov 2013 4
Summit Wealth Advisors, LLC Itasca, IL May 2007 - Nov 2013 6
Raymond James Financial Services, Inc. Itasca, IL Oct 2003 - Nov 2013 10
Highland Cap Brkge Chicago, IL Mar 2004 - Oct 2013 9
All Life Insurance Chicago, IL Mar 2004 - Oct 2013 9
Disability Res Grp Chicago, IL Sep 2003 - Oct 2013 10
Insurance - Non Variable Aurora, IL Sep 2003 - Oct 2013 10
Financial Planning Itasca, IL Sep 2003 - Oct 2013 10
Accounting / Cpa / Tax Preparation Itasca, IL Jan 2001 - Sep 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Todd B. Diven
Phone Number: 763-417-1700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    13,822
    MILLIONS
  • Total Number of Accounts
    47,217
    ACCOUNTS
  • Average Account Value
    $292,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, WY

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