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Todd Lins

22 Years of Experience
St Paul, MN
BrokerSells Insurance

Todd Lins is a registered investment advisor at Cetera Investment Advisers LLC, based in St Paul, MN, with 22 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
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Location

85 E 7th Place Ste 275, St Paul, MN, 55101

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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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Other Business ActivitiesSells Insurance

Todd is a financial advisor with Capital Street Financial Services since 2008, selling insurance, securities, and investment products, dedicating full-time hours. He is also an independent insurance agent since 2010, selling fixed insurance products, also dedicating full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
June 2021 - Present · 5 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2014 - June 2021 · 7 yrs 5 mos
Voya Financial Advisors, INC.Broker
June 2010 - June 2021 · 11 yrs
Princor Financial Services CorporationBroker
March 2008 - June 2010 · 2 yrs 3 mos
AXA Advisors, LLCBroker
May 2005 - February 2008 · 2 yrs 9 mos
American Express Financial Advisors INC.Broker
May 2003 - May 2005 · 2 yrs
Ids Life Insurance CompanyBroker
May 2003 - May 2005 · 2 yrs
State Registrations17 states
AZCACOCTFLGAIDMAMDMNNCNJNYPATXVAWI
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 Lins - Financial Advisor | TrueAdvisor