Todd Schick (CRD# 4555540) is an Investment Advisor Representative working at Advisors Excel and has over 16 years of experience in the finance industry. Todd Schick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Overland Park, KS | Jun 2021 - Current | 2 |
| Aspire Wealth Management, LLC | Overland Park, KS | Aug 2018 - Current | 5 |
| Bfc Planning, Inc. | Overland Park, KS | Jun 2021 - Aug 2023 | 2 |
| Ae Financial Services, LLC | Topeka, KS | Feb 2021 - Jun 2021 | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Aug 2018 - Mar 2021 | 2 |
| Madison Avenue Securities, LLC | San Diego, CA | Aug 2020 - Jan 2021 | < 1 |
| Aspire Financial Group, LLC | Olathe, KS | Dec 2015 - Aug 2018 | 2 |
| Guardian Life Insurance Of America | Olathe, KS | Apr 2005 - Aug 2018 | 13 |
| Park Avenue Securities, LLC | Olathe, KS | Apr 2005 - Aug 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KS
- MO
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Total Assets Under Management97MILLIONS
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Total Number of Accounts1,278ACCOUNTS
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Average Account Value$75,569
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
KS, MO
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