Todd Robert Toensing
CFP®Professional Summary
Todd Robert Toensing, CFP® is a registered financial advisor currently at EMG located in South Burlington, Vermont and HAZARD & SIEGEL, INC. located in South Burlington, Vermont. Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Todd has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Insurance Planning
- Comprehensive Financial Planning
- Retirement Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
37 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
EMG | ESSEX ASSET MANAGEMENT GROUP INC.
Contact Information
Main Address
1233 Shelburne Road Suite C-2b, South Burlington, VT 05403Phone Number
(802) 879-1881# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
236AUM (Assets Under Management)
$57,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/5/2007)
(1/4/2010)
(7/28/2010)
(2/1/2012)
(2/8/1995)
(2/16/2010)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Todd Robert Toensing's CRS (Customer Relationship Summary).
Services Offered by Todd
- Investment Planning
- Insurance Planning
- Comprehensive Financial Planning
- Retirement Planning
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