TrueAdvisor
TrueAdvisor
RT
RT

Ryan Nelson Todd

Lake Street
25 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Lake Street
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
512 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$961.8M

Fee Structure

Financial Planning:Included in AUM fee

Location

128 N. May Street, Floor 2, Chicago, IL, 60607

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Lake Street
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - October 2020 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - October 2020 · 5 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
July 2004 - May 2015 · 10 yrs 10 mos
Bryant Park Capital, INC.Broker
August 2003 - December 2003 · 4 mos
Charles Schwab & CO., INC.Broker
July 1999 - December 2002 · 3 yrs 5 mos
Simmers Capital Management CorporationBroker
July 1997 - September 1997 · 2 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.