TM
CFP · ChFC
TM
CFP · ChFC

Todd Mcclure

26 Years of Experience
Zionsville, IN
1 DisclosureBrokerSells Insurance

Todd Mcclure is a CFP, ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Zionsville, IN, with 26 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

6885 W Stonegate Drive, Suite 150, Zionsville, IN, 46077

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2002
Settled
Other Business ActivitiesSells Insurance

Todd may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has ownership stakes in several LLCs and corporations, including real estate investment properties and entities related to his wealth management advisory work, dedicating about half his time to MTC Services, LLC and TJC Ark, Inc.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
June 2007 - Present · 19 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
February 2000 - Present · 26 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
February 2006 - June 2007 · 1 yr 4 mos
Robert W. Baird & CO. IncorporatedBroker
February 2000 - January 2002 · 1 yr 11 mos
State Registrations30 states
ALAZCACODCFLGAIAILINKYMAMDMEMIMNMOMTNCNENJNVNYOHORPASCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Todd Mcclure - Financial Advisor | TrueAdvisor