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Todd A. Tumbleson

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CRD#: 1713191
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd Allen Tumbleson, who also goes by Todd Tumbleson, was a registered financial professional .

Todd is a previously registered financial professional and started their career in finance in 1987. Todd had worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Todd Tumbleson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 26, 2004 - December 31, 2015

GREAT AMERICAN INVESTORS, INC.

BD
CRD#: 28489
LEAWOOD, KS
Past

December 5, 2001 - June 2, 2004

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

September 22, 1999 - October 26, 2001

HOAK BREEDLOVE WESNESKI & CO.

BD
CRD#: 23728
DALLAS, TX
Past

May 31, 1994 - September 20, 1999

GEORGE K. BAUM & COMPANY

BD
CRD#: 36354
KANSAS CITY, MO
Past

March 11, 1992 - May 31, 1994

GKB, INC.

BD
CRD#: 350
KANSAS CITY, MO
Past

July 24, 1989 - March 16, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 5, 1988 - July 29, 1989

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

August 20, 1987 - February 10, 1988

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/14/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/18/1999
General Securities Principal Examination

Current Firm


GA
GREAT AMERICAN INVESTORS, INC.
GREAT AMERICAN INVESTORS, INC.

CRD#: 28489 / SEC#: , 8-44380

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
6025 Metcalf Lane, Overland Park, KS 66202
Mailing Address
6025 Metcalf Lane, Overland Park, KS 66202
Phone number
(913) 384-1800
Established
Kansas since 04/05/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
COLBURN, EDWARD NELSON JRPRESIDENT, CHIEF COMPLIANCE OFFICER1079357
HELLER, JEFFREY PHILIPFINOP3139370

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GREAT AMERICAN INVESTORS, INC.

CRD#: 28489

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