Connor Todd
Connor Todd is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bloomington, IL, with 15 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3807 General Electric Rd., Ste. 2, Bloomington, IL, 61704
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Connor is an independent insurance agent for various companies since 2010, dedicating a few hours per week. He is also involved with St. Jude Golf Classic Tournament as a board member, works as an insurance agent/sales for Ascent Financial, is an advisory rep of a RIA for CIRA (full-time), and owns Weidner Financial (full-time).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
State Registrations6 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.