Todd Montalbo, financial advisor Juneau AK
73 score

Todd Montalbo

CRD Number: 5632552
Current Firm: Ameriprise Financial Services, Inc.

Todd Montalbo (CRD# 5632552) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Juneau, AK and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Anchorage, AK Jul 2014 - Current 2
N/a Anchorage, AK Sep 2013 - Jul 2014 < 1
Various Insurance Carriers For W & R Insurance Agencies Anchorage, AK Apr 2009 - Jul 2014 5
Waddell & Reed Inc. Anchorage, AK Feb 2009 - Jul 2014 5
Anchorage Fire Department Anchorage, AK Sep 2008 - Oct 2012 4
Mulone Properties, LLC Anchorage, AK Aug 2010 - May 2012 1
Montalbo Construction Eagle River, AK Jan 2005 - Nov 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Todd J. Montalbo
Phone Number: 612-671-3131
Registered State(s):
  • AK
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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