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TB

Todd A. Bitzer

FRANKLIN DISTRIBUTORS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 1867370
TB

Professional summary

Todd Allen Bitzer, who also goes by Todd A Bitzer, Todd Bitzer, is a registered financial professional currently at FRANKLIN DISTRIBUTORS, LLC located in Chicago, Illinois.

Todd is registered as a RR (Registered Representative) and started their career in finance in 1988. Todd has worked at 9 firms and has passed the Series 63, Series 65, Series 3, Series 7TO, Series 7, Series 24 and Series 30 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Todd A Bitzer | Todd Bitzer

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) - BD

Click below to view Todd Allen Bitzer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

September 3, 2024 - Present

FRANKLIN DISTRIBUTORS, LLC

Office #1: 155 N Wacker Suite 3660, Chicago, IL 60606
BD
CRD#: 109064
Chicago, IL
Past

July 14, 2022 - April 12, 2023

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

March 22, 2012 - August 6, 2013

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
ATLANTA, GA
Past

December 8, 2008 - December 19, 2011

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO
Past

January 29, 2002 - December 15, 2008

AMG DISTRIBUTORS, INC.

BD
CRD#: 27314
STAMFORD, CT
Past

November 5, 1999 - June 20, 2001

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

November 21, 1994 - January 9, 1997

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY
Past

May 31, 1990 - November 21, 1994

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

December 8, 1988 - May 25, 1990

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(1/6/2025)
RR
California
(1/2/2025)
RR
Connecticut
(1/2/2025)
RR
Florida
(1/3/2025)
RR
Georgia
(9/5/2024)
RR
Indiana
(1/6/2025)
RR
Iowa
(1/3/2025)
RR
Kansas
(1/2/2025)
RR
Massachusetts
(1/3/2025)
RR
Minnesota
(1/3/2025)
RR
Missouri
(1/2/2025)
RR
Nebraska
(1/2/2025)
RR
New York
(1/2/2025)
RR
North Dakota
(1/7/2025)
RR
Oklahoma
(1/6/2025)
RR
South Dakota
(1/2/2025)
RR
Texas
(1/3/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/29/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/29/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 8/19/2022
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/19/1999
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 30
Date: 7/2/1997
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm

FD
FRANKLIN DISTRIBUTORS, LLC
FRANKLIN DISTRIBUTORS, LLC | UNIFIED DISTRIBUTORS LLC | LEGG MASON INVESTORS SERVICES, LLC | LEGG MASON INVESTOR SERVICES, LLC | LATINVALLEY SECURITIES LLC

CRD#: 109064 / SEC#: , 8-53089

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
One Franklin Parkway, San Mateo, CA 94403
Mailing Address
1201 Wills Street, Baltimore, MD 21231
Phone number
(800) 632-2350
Established
Delaware since 12/01/2000
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (53 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#
TEMPLETON WORLDWIDE, INC.SHAREHOLDER
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER2303713
GAMBA, DANIEL ERNESTOCHIEF EXECUTIVE OFFICER4594704
MASOM, JEFFREY SCOTTPRESIDENT-DIRECTOR2870966
PATERSON, DAVIDCHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL7001546

Disclosures

Regulatory Event1

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

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064Chicago, IL 60606

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