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CFA
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CFA

Todd Thompson

24 Years of Experience

Todd Thompson is a CFA-designated registered investment advisor at Scout Investments, INC., based in Indianapolis, IN, with 24 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 328 clients with $37B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
328 clients
Average Client Portfolio
$111.5M average
Assets Under Management
$36.6B

Fee Structure

Investment management only (planning not offered)

Scout Investments' fees are based on a percentage of the assets managed. The fees vary depending on the type of client and the investment strategy. The specific fee schedule is negotiated with the program sponsor for separately managed accounts. All fees are negotiable.

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Location

111 Monument Circle, Suite 402, Indianapolis, IN, 46204

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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.

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Employment History
Current Registrations
Scout Investments, INC.
December 2010 - Present · 15 yrs 4 mos
Previous Registrations
Reams Asset Management CO LLC
September 2001 - December 2010 · 9 yrs 3 mos
State Registrations1 state
IN
Advisor

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.