Todd Kalina is a CFP-designated registered investment advisor at Pfg Advisors, based in Phoenix, AZ, with 21 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,586 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFG Advisors charges a fee for managing your investments, which includes advisory services, trade entry, and account maintenance. The fee is a percentage of the value of your portfolio and is typically charged quarterly. The specific fee and how it's charged will be detailed in your agreement. The fee can be fixed, variable (linear), or variable (tiered). PFG Advisors' representatives may negotiate the fee, but it can't exceed 1.95% of the value of your portfolio.
Location
6868 N. 7th Ave, Suite 111, Phoenix, AZ, 85013
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Regulatory History
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 is involved in insurance sales since 2017, operating under the DBA Kalina Wealth Advisors. This activity requires minimal time.
Employment History
Current Registrations
Pfg Advisors
Previous Registrations
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations3 states
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.