Todd Kirsch
Todd Kirsch is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Littleton, CO, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8191 Southpark Lane #110, Littleton, CO, 80120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is involved with several business activities, including Kirsch Properties LLC, Kirsch Wealth Advisors, and Marshall Investment Management LLC, where he provides investment advisory services and spends nearly full-time. He also manages Insurance Specialists of Colorado, Inc., selling various insurance products, and dedicates minimal time as a musician.
Employment History
Current Registrations
LPL Financial LLCBroker
Marshall Investment Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Farmers Financial Solutions, LLCBroker
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Farmers Financial Solutions, LLCBroker
Investors Brokerage Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.