TI
TI

Todd Ihrig

26 Years of Experience
Arlington, VA
BrokerSells Insurance

Todd Ihrig is a registered investment advisor at Cetera Investment Advisers LLC, based in Arlington, VA, 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 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

2439 N. Rockingham St., Arlington, VA, 22207

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 →
Other Business ActivitiesSells Insurance

Todd operates his financial advisory practice under the DBA "Invest With A Plan", dedicating full-time hours to advising clients, marketing, and administrative functions. He also works as an insurance agent for Avantax Insurance Agency/Services, spending minimal time on insurance sales and service.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
May 2003 - September 2025 · 22 yrs 4 mos
Avantax Investment Services, INC.Broker
April 2002 - September 2025 · 23 yrs 5 mos
Marquette Financial Group, INC.Broker
July 1999 - April 2002 · 2 yrs 9 mos
State Registrations13 states
CADCFLMDMEMNNCNYOHPAVAWAWI
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 Ihrig - Financial Advisor | TrueAdvisor