Todd Wayne Minear
CFP®Professional Summary
Todd Wayne Minear, CFP® was a registered financial advisor. Todd was a previously registered financial professional and started their career in finance 1991 - 2025. Todd had worked at 8 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Tax Planning
- Financial Planning
- Investment Management
- Retirement Planning
Specializations
Biography
My home has been Kansas City my entire life. This is where I have built great relationships, supported the community, and in the process of raising three wonderful children. As a family, we enjoy by playing sports, traveling to new places in the RV, motorcycle riding, and following the Golden Rule.
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
No current employment
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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.
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Credentials
Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
OPEN ROAD WEALTH MANAGEMENT, LLC
Contact Information
Main Address
Liberty, MOPhone Number
(816) 507-5237# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
135AUM (Assets Under Management)
$24,325,537Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Todd
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Tax Planning
- Financial Planning
- Investment Management
- Retirement Planning
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