Todd Rowe, financial advisor Raleigh NC
90 score

Todd Rowe

CRD Number: 6032267
Current Firm: Rsm Us Wealth Management LLC

Todd Rowe (CRD# 6032267) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Raleigh, NC and has 1 year of experience in the finance industry. Todd Rowe 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 put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Marc Becker, financial advisor Raleigh NC
Marc S. Becker
CRD# 4247479
Wiser Financial Coaching, LLC
Score
102
Similar Advisors
Nicholas Pino, financial advisor Raleigh NC
Nicholas J. Pino
CRD# 4741498
Signator Investors, Inc.
Score
100
Similar Advisors
Ryan Thomsen, financial advisor Raleigh NC
Ryan Thomsen
CRD# 5438732
Oak City Consulting, LLC
Score
100
Professional Designations
Company Name Location Dates Years
Mcgladrey Wealth Management LLC Raleigh, NC Apr 2013 - Current 3
Mcgladrey LLP Raleigh, NC Jan 2012 - Apr 2013 1
Birchtree Financial Services LLC Raleigh, NC Jan 2012 - Jul 2012 < 1
Mcgladrey & Pullen LLP Raleigh, NC Sep 2008 - Dec 2011 3
Rsm Mcgladrey Inc. Raleigh, NC Sep 2008 - Dec 2011 3
North Carolina State University Raleigh, NC Jul 2007 - May 2008 < 1
Rsm Mcgladrey Inc. Raleigh, NC Jun 2006 - May 2007 < 1
North Carolina State University Raleigh, NC Aug 2002 - Dec 2006 4

Todd Rowe has no recent exams reported.
Contact Info for Todd G. Rowe
Phone Number: 612-376-9363
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    5,019
    MILLIONS
  • Total Number of Accounts
    11,049
    ACCOUNTS
  • Average Account Value
    $454,261
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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.