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Todd Emoff

32 Years of Experience
Blacklick, OH
1 DisclosureBrokerSells Insurance

Todd Emoff is a registered investment advisor at Commonwealth Financial Network, based in Blacklick, OH, with 32 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

Blacklick, OH

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2000
Denied
Other Business ActivitiesSells Insurance

Todd rents a seat on the Chicago Mercantile Exchange, which is not investment-related. He is also the 100% owner of Freedom Asset Management, LLC, a private entity created for operating securities and insurance business.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
March 2005 - Present · 21 yrs 2 mos
Commonwealth Financial Network
March 2005 - Present · 21 yrs 2 mos
Previous Registrations
Wachovia Securities, LLCBroker
July 2003 - March 2005 · 1 yr 8 mos
Wachovia Securities, LLC
July 2003 - March 2005 · 1 yr 8 mos
Prudential Securities Incorporated
October 1999 - July 2003 · 3 yrs 9 mos
Prudential Securities IncorporatedBroker
March 1994 - July 2003 · 9 yrs 4 mos
American Express Financial Advisors INC.Broker
July 1993 - January 1994 · 6 mos
Ids Life Insurance CompanyBroker
July 1993 - January 1994 · 6 mos
State Registrations11 states
CAFLILINMDNCNYOHTNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.