Todd Green
Todd Green is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake City, IA, with 6 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
211 N Center, Lake City, IA, 51449
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Regulatory History (1)
Regulatory
November 2019Other Business ActivitiesSells Insurance
Todd sells indexed annuities, dedicating a few hours per week to this activity. He is also a partner in TNT LLC, managing a residential rental property, and the managing member of Green CPA PLLC, a tax, accounting, and payroll business, taking nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
H.D. Vest Investment Securities, INC.Broker
State Registrations2 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.