Todd Shivers, financial advisor Marysville MI

Todd Shivers

CRD Number: 4267925
Current Firm: Spc

Todd Shivers (CRD# 4267925) is an Investment Advisor Representative working at Spc in Marysville, MI and has over 23 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Spc Ann Arbor, MI May 2004 - Current 19
Sigma Financial Corp Ann Arbor, MI May 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Todd M. Shivers
Phone Number: 734-663-1611
Registered State(s):
  • AZ
  • FL
  • LA
  • MI
  • SC
By the Numbers
  • Total Assets Under Management
    5,563
    MILLIONS
  • Total Number of Accounts
    30,541
    ACCOUNTS
  • Average Account Value
    $182,147
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
  • 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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