Todd Kimpel, financial advisor Wheeling WV
86 score

Todd Kimpel

CRD Number: 1203275
Current Firm: Commonwealth Financial Services, LLC

Todd Kimpel (CRD# 1203275) is an Investment Advisor Representative working at Commonwealth Financial Services, LLC in Wheeling, WV and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Services, LLC Wheeling, WV Sep 2010 - Current 6
Linsco/private Ledger Corp Wheeling, WV Apr 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Jun 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Todd E. Kimpel
Phone Number: 304-422-3531
Firm Website: https://www.cfswv.com
Registered State(s):
  • LA
  • WV
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $211,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, FL, GA, LA, MD, NC, OH, PA, SC, TX, VA, WV

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BADGES
86

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