Todd Reno
Todd Reno is a registered investment advisor at Kestra Advisory Services, LLC, based in Prudenville, MI, with 30 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
Prudenville, MI
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Todd is an investment advisor representative through Kestra Investment Services and Kestra Advisory Services, dedicating nearly full-time hours to this. He also owns multiple real estate properties, spending minimal time maintaining them and providing office space, and is a landlord for TWR Real Estate, LLC.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
The Huntington Investment Company
LPL Financial LLC
LPL Financial LLCBroker
Lasalle Financial Services, INC.Broker
H&r Block Financial Advisors, INC.Broker
Edward JonesBroker
Olde Discount CorporationBroker
State Registrations5 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.
Exams
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