Todd Fincannon, financial advisor Merrillville IN

Todd Fincannon

CRD Number: 4264601
Current Firm: Woodbury Financial Services, Inc.

Todd Fincannon (CRD# 4264601) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Merrillville, IN and has over 20 years of experience in the finance industry.

Similar Advisors
Maria Abney, financial advisor Merrillville IN
Maria A. Abney
CRD# 4320235
Edward Jones
Similar Advisors
Aaron Adcock, financial advisor Merrillville IN
Aaron Adcock
CRD# 4849315
Captrust
Similar Advisors
James Adducci, financial advisor Merrillville IN
James S. Adducci
CRD# 4984978
Avantax Advisory Services
Company Name Location Dates Years
Woodbury Financial Services Inc. Merrillville, IN Sep 2016 - Current 4
Hicko Cpa Group Merrillville, IN Jan 2005 - Current 16
Uhlmann Price Securities, LLC Chicago, IL Jan 2012 - Sep 2016 4
Perpetual Wealth Capital Management, LLC Merrillville, IN Feb 2012 - Dec 2015 3
Royal Alliance Associates, Inc. Merrillville, IN Jan 2005 - Dec 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Todd R. Fincannon
Phone Number: 800-800-2638
Registered State(s):
  • IL
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    11,615
    MILLIONS
  • Total Number of Accounts
    58,629
    ACCOUNTS
  • Average Account Value
    $198,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, 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

Ready to hire a financial advisor? Get competitive proposals from Todd Fincannon and other advisors.
BADGES

About Wealthminder

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.