Todd NussCRD Number: 5925553
Current Firm: Touchstone Advisors Inc.
Todd Nuss (CRD# 5925553) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Olathe, KS and has over 6 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Touchstone Securities||Cincinnati, OH||Jan 2018 - Current||< 1|
|Ifs Financial Services||Cincinnati, OH||Jan 2018 - Current||< 1|
|Waddell & Reed Inc.||Overland Park, KS||May 2013 - Jan 2018||4|
|Ivy Funds Distributor Inc.||Overland Park, KS||May 2013 - Jan 2018||4|
|J.p.morgan Institutional Investments Inc.||Overland Park, KS||Dec 2012 - May 2013||< 1|
|Jpmorgan Retirement Plan Services LLC||Overland Park, KS||Dec 2012 - May 2013||< 1|
|Securain Financial Services, Inc.||St Paul, MN||Jun 2011 - May 2013||1|
|Minnesota Life Insurance Company||St Paul, MN||Jun 2011 - May 2013||1|
|Renaissance Financial||Leawood, KS||Jun 2011 - Dec 2012||1|
|Louise's Downtown||Lawrence, KS||Sep 2007 - Jun 2011||3|
|Lionsgate Wine & Spirits||Overland Park, KS||Aug 2007 - Dec 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
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:
- Criminal Record
Total Assets Under Management19,115MILLIONS
Total Number of Accounts49ACCOUNTS
Average Account Value$390,092,236
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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