Todd Nuss, financial advisor Olathe KS
73 score

Todd Nuss

CRD 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.

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Company Name Location Dates Years
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
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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Todd M. Nuss
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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