Todd Hietpas, financial advisor Kimberly WI
93 score

Todd Hietpas

CRD Number: 4613236
Current Firm: Msi Financial Services, Inc.

Todd Hietpas (CRD# 4613236) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Kimberly, WI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Kimberly, WI Jan 2015 - Current 1
New England Financial Little Chute, WI Nov 2004 - Current 12
New England Securities Little Chute, WI Nov 2004 - Current 12
Vvh & Associates, LLP Little Chute, WI Oct 1999 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Todd J. Hietpas
Phone Number: 800-638-8378
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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