Todd Fincannon, financial advisor Merrillville IN

Todd Fincannon

CRD Number: 4264601
Current Firm: Osaic Wealth, Inc.

Todd Fincannon (CRD# 4264601) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Merrillville, IN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Merrillville, IN Jan 2024 - Current < 1
Hicko Cpa Group Merrillville, IN Jan 2005 - Current 19
Woodbury Financial Services Inc. Merrillville, IN Sep 2016 - Jan 2024 7
Uhlmann Price Securities, LLC Chicago, IL Jan 2012 - Sep 2016 4
Perpetual Wealth Capital Management, LLC Merrillville, IN Feb 2012 - Dec 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Todd R. Fincannon
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • IL
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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, 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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