TB
TB

Todd Blessing

24 Years of Experience
Cincinnati, OH
4 DisclosuresBroker

Todd Blessing is a registered investment advisor at LPL Financial LLC, based in Cincinnati, OH, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

10485 Reading Road, Cincinnati, OH, 45241

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History

Regulatory History (4)
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
March 2025
Pending
Customer Dispute
September 2023
Denied
Customer Dispute
August 2022
Settled
Customer Dispute
November 2016
Denied
Other Business Activities

Todd operates GECU Wealth Management as a DBA for his LPL business. This activity is investment-related and takes up nearly all of Todd's time.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.
October 2011 - May 2025 · 13 yrs 7 mos
Cuso Financial Services, L.P.Broker
October 2011 - May 2025 · 13 yrs 7 mos
PNC Investments
September 2009 - October 2011 · 2 yrs 1 mo
PNC InvestmentsBroker
November 2008 - October 2011 · 2 yrs 11 mos
Pacific Select Distributors, INC.Broker
March 2007 - December 2008 · 1 yr 9 mos
Directed Services LLCBroker
February 2006 - March 2007 · 1 yr 1 mo
Planco Financial Services, INC.Broker
February 2004 - January 2006 · 1 yr 11 mos
Proequities, INC.Broker
May 2001 - February 2004 · 2 yrs 9 mos
State Registrations22 states
AZCAFLGAILINKYMDMEMIMNMOMSNCNYOHPASCTNVAWAWI
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 Blessing - Financial Advisor | TrueAdvisor