Todd Goetsch
Todd Goetsch is a registered investment advisor at Cetera Investment Advisers LLC, based in Wausau, WI, with 31 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
115 6th Street, Wausau, WI, 54403
Get directionsHistory
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 an insurance agent selling fixed insurance products including life, health, disability, annuities, and long-term care since 2006. He also operates under the DBA Central Financial Services for insurance and annuity sales, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Fahnestock & CO., 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.