Todd McTavishCRD Number: 5911952
Current Firm: U.s. Bancorp Investments, Inc.
Todd McTavish (CRD# 5911952) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Saint Paul, MN and has over 2 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|U.s. Bancorp Investments, Inc.||Saint Paul, MN||Mar 2016 - Current||< 1|
|Edward Jones||St Louis, MO||Jun 2014 - Feb 2016||1|
|University Of Minnesota - Twin Cities||Minneapolis, MN||Sep 2010 - May 2014||3|
|Edward Jones||Inver Grove Heights, MN||Jun 2013 - Aug 2013||< 1|
|Ambient Consulting||Bloomington, MN||Jun 2012 - Sep 2012||< 1|
|Northwestern Mutual||Mendota Heights, MN||Nov 2011 - Jun 2012||< 1|
|Edward Jones||Eagan, MN||May 2011 - Nov 2011||< 1|
|Gateway Bank||Mendota Heights, MN||Jun 2010 - Sep 2010||< 1|
|Barnes And Noble||Eagan, MN||Feb 2008 - Jun 2010||2|
|Eagan High School||Eagan, MN||Sep 2007 - Jun 2010||2|
|Eagan Athletic Association||Eagan, MN||Jun 2005 - Sep 2007||2|
|Dakota Hills Middle School||Eagan, MN||Jun 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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, VT, WA, WI, WV
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