Todd Walz
Todd Walz is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is involved with three rental real estate LLCs: Happy Island Views LLC, Seabreeze Sunshine LLC, and Sunshine Properties. He dedicates minimal time to each, primarily serving as a registered agent and assisting with administration, without direct ownership.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations34 states
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