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Todd Sheets

21 Years of Experience
Decatur, IL
Broker

Todd Sheets is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Decatur, IL, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2070 Mt Zion Road, Decatur, IL, 62521

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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 Activities

Todd is a Vice President at Busey Bank and a Financial Advisor in the FID division, spending about half of his time on this. He is also a Vice President at Busey Investment Services, dedicating about half of his time as a Financial Advisor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2004 - Present · 21 yrs 7 mos
Previous Registrations
Raymond James Financial Services
September 2007 - January 2009 · 1 yr 4 mos
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.