Todd Cloward is a registered investment advisor, based in Payson, UT, with 27 years of industry experience.
Location
Payson, UT
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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 owns Strategic Advantage Benefits, LLC, an independent group insurance and benefits agency, dedicating nearly full-time hours to it. He is also a partner at Inovashare Benefits LLC, another group health and benefits agency, spending a few hours per week there. Additionally, Todd is an Investment Advisor Representative at Encompass More Asset Management, LLC, spending a few hours per week providing investment advisory services.
Employment History
Current Registrations
Encompass More Investments, LLCBroker
Encompass More Investments, LLC
Encompass More Asset Management LLC
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, 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.