Brokerage Specialists, is a fiduciary investment advisory firm, WE do not sell securities we
provide you our Asset management services and advice. Much like a doctor will advise you on
health. We do the same with your retirement plans such as 401k, simple IRA's and Roth IRA's.
our firms core principal is to always work for the individual investing money and not the Investment company. This is why we do not sell securities, but offer you our professionally managed investment portfolios. We will also give you a monthly performance report on your assets under management. This is our score card on how your investments are being managed.
We will advise you on these topics:
1. Social Security planning with a personalized report on your own benefits, and when to collect them.
2. A Color of money risks analysis, This report gives you a detailed report on how much risks you are taking in your investments.
3. A GPS Report, this is our compass report and this will give you a income based report on when to take money from each of your different retirement plans, including Social Security.
Brokers sell products, a fiduciary investment advisor sells advice and management services.
|Firm Start Year:||1996|
|States Licensed in:||
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Health, Long Term Care, Life|
Compensation and Fees
|Compensation Methods:||Hourly, Based on Assets|
|Additional Details on Charges:||Our asset management services is based on assets you have under management. We do not have a straight percentage for all as this would not be fair to most individual investors.|
Todd has is a life-long resident of Nebraska. Todd and his family are members of the United Methodist Church and Todd has served on the Financial Benefits board at his church and Evangelists Board of his church. Todd enjoys ushering at his church the most; this is a great way to help meet people from all walks of life and help them find a seat to learn to live in a Christian way. Todd received his LUTCF designation through financially accredited courses through the National Association of Insurance and Financial Advisors. He is also a member of the Nebraska Better Business Bureau and has received the Honor Roll Award for Professional Standards of Business. Todd is a Financial Advisor and is certified 403b & 457 planning specialists, working with teachers and also public employees in Nebraska in helping them build a retirement savings. Todd is recognized for his role in working with Community Colleges across Nebraska as a Social Security & Financial Advisory Specialist. Todd is the founder and President of Brokerage Specialists, a Registered Investment Advisory Firm. The Income Advisory Program helps his clients to get returns on their investments in any kind of Market Cycle. Todd specializes in helping his clients in protecting their retirement assets. His focus is to help his clients prior to retirement and after to receive safe alternatives to risk based investments. Todd believes that competitive returns dont have be compromised by risk!
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Sat.||9:00 AM - 5:00 PM|