Todd Doleshal, financial advisor Thornton CO
93 score

Todd Doleshal

CRD Number: 5552997
Current Firm: Ameriprise Financial Services, Inc.

Todd Doleshal (CRD# 5552997) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Thornton, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Thornton, CO Jan 2012 - Current 4
North Star Consultants, Inc. Minnetonka, MN Jul 2008 - Jan 2012 3
Minnesota Life Insurance Company St Paul, MN Jul 2008 - Jan 2012 3
Securian Financial Services, Inc. St Paul, MN Jul 2008 - Jan 2012 3
Cri Securities, LLC St Paul, MN Jul 2008 - Dec 2011 3
Grinnell College Grinnell, IA Aug 2004 - May 2008 3
Corinth Elementary School Prairie Village, KS Aug 1997 - May 2008 10
Johnson County 3 And 2 Baseball Lenexa, KS Apr 2000 - Aug 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Todd B. Doleshal
Phone Number: 612-671-3131
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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