Todd A. Havemeister

BLUESKYE INVESTMENT ADVISERS

Orlando, FL 32801

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CRD#: 1942953

Professional summary

Todd Arnold Havemeister is a registered financial advisor currently at BLUESKYE INVESTMENT ADVISERS, LLC located in Orlando, Florida.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Todd has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 3, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Todd Arnold Havemeister's 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

February 14, 2022 - Present

BLUESKYE INVESTMENT ADVISERS, LLC

Office #1: 618 E. South St Suite 500, Orlando, FL 32801

RIA

CRD#: 161097

Orlando, FL

Past

August 21, 2018 - May 5, 2022

GREAT POINT CAPITAL LLC

CRD#: 114203

Melbourne, FL

Past

September 8, 2010 - March 26, 2012

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

MAITLAND, FL

Past

November 24, 2008 - September 3, 2010

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

MAITLAND, FL

Past

August 5, 2002 - November 25, 2008

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

MAITLAND, FL

Past

December 14, 1999 - August 5, 2002

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

February 26, 1993 - November 17, 1999

FAIRCHILD FINANCIAL GROUP, INC.

CRD#: 21404

NEW YORK, NY

Past

July 10, 1992 - March 11, 1993

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

April 18, 1989 - July 28, 1992

J. W. GANT & ASSOCIATES, INC.

CRD#: 7963

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/10/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/31/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2018

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/29/2012

National Commodity Futures Examination

Principal/Supervisory Exam

Series 4

Date: 8/13/1996

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/1995

General Securities Principal Examination

Current Firm

BLUESKYE INVESTMENT ADVISERS, LLC

BLUESKYE INVESTMENT ADVISERS, LLC | LAWRENCE, DAKOTA A WOODLAND | D.W. LAWRENCE & CO.

CRD#: 161097 / SEC#:

Florida

Registered Investment Advisory firm - (6/12/2012 Approved)

Illinois

Registered Investment Advisory firm - (12/7/2020 Terminated)

Michigan

Registered Investment Advisory firm - (3/18/2020 Terminated)

Virginia

Registered Investment Advisory firm - (3/31/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

618 E. South St Suite 500, Orlando, FL 32801

Mailing Address

Phone number

(321) 266-4360

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	176
AUM (Assets Under Management)	$ 43,400,000

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.

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Firm Stability Insights

Todd A. Havemeister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Arnold Havemeister's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT POINT CAPITAL LLC

J.P. TURNER & COMPANY, L.L.C.

JHS CAPITAL ADVISORS, LLC

EMPIRE FINANCIAL GROUP, INC.

FSC SECURITIES CORPORATION

FAIRCHILD FINANCIAL GROUP, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

J. W. GANT & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/10/2022

Series 63

Date: 8/31/1989

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2018

Series 3

Date: 10/29/2012

Series 4

Date: 8/13/1996

Series 24

Date: 6/29/1995

Current Firm

BLUESKYE INVESTMENT ADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUESKYE INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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