Todd SterlingCRD Number: 5516183
Current Firm: Waddell & Reed
Todd Sterling (CRD# 5516183) is an Investment Advisor Representative working at Waddell & Reed in Rochester Hills, MI and has over 8 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|Raya||Rochester, MI||Mar 2016 - Current||1|
|Tsterling Pllc||Rochester, MI||Oct 2014 - Current||2|
|Clothes The Deal||Downey, CA||Jul 2011 - Current||5|
|Waddell & Reed Inc.||Rochester Hills, MI||Jun 2011 - Current||5|
|Various Insurance Carriers For W&r Insurance Agencies||Rochester, MI||Jun 2011 - Current||5|
|Thrivent Financial For Lutherans||Appleton, WI||May 2008 - Jun 2011||3|
|Thrivent Investment Management Inc.||Signal Hill, CA||Apr 2008 - Jun 2011||3|
|Self||Rancho Palos Veres, CA||Sep 1988 - Mar 2008||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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