Todd DivenCRD 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.
Sequoia Wealth Management, LLC
Tc Wealth Partners, LLC
Amplify Investments LLC
|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|
Total Assets Under Management13,822MILLIONS
Total Number of Accounts47,217ACCOUNTS
Average Account Value$292,724
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.