As the owner of Chesapeake Investment Planning, Todd Wilhoit provides his individual and business clients with quality, personal and professional financial planning advice, investment management, and insurance planning services. Todd has worked in the finance industry for more than 16 years and is passionate about helping individuals develop a pathway to financial independence now and for the future. Todd is a Certified Retirement Planning Counselor as well as a graduate of Eastern Kentucky University where he obtained a Bachelor of Science degree in Finance. He resides in Stevensville, Maryland with his wife and two kids where he is an active contributor to the community. He serves as the President of the United Way of Queen Anne's County, is the Vice President of Maryland's Fight Against Cancer, and volunteers as a coach in several different youth programs.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Stevensville, MD | Sep 2019 - Current | 4 |
Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Sep 2019 | 3 |
Nfp Advisors | Stevensville, MD | Dec 2013 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC, member FINRA/SIPC. NFP Advisor Services, LLC is not affiliated with Chesapeake Investment Planning, LLC.
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