Todd M. Rishel

KINTRA WEALTH

Williamsport, PA 17701

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CRD#: 2214089

Professional summary

Todd Michael Rishel, CFP® is a registered financial advisor currently at KINTRA WEALTH, LLC located in Williamsport, Pennsylvania.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Todd has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Income Management

Estate Planning

Insurance Planning

Long-term Care

Retirement Planning

Comprehensive Financial Planni...

Education Planning

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 Michael Rishel'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

July 7, 2023 - Present

KINTRA WEALTH, LLC

Office #1: 1000 Commerce Park Drive Suite 416, Williamsport, PA 17701

RIA

CRD#: 299407

Williamsport, PA

Past

June 9, 2021 - July 17, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

MILL HALL, PA

Past

June 9, 2021 - July 17, 2023

LPL FINANCIAL LLC

CRD#: 6413

MILL HALL, PA

Past

March 12, 2013 - June 9, 2021

M&T SECURITIES, INC.

RIA

CRD#: 17358

WILLIAMSPORT, PA

Past

October 7, 2000 - June 9, 2021

M&T SECURITIES, INC.

CRD#: 17358

WILLIAMSPORT, PA

Past

May 21, 1997 - October 7, 2000

KEYSTONE BROKERAGE, LLC

CRD#: 17445

WILLIAMSPORT, PA

Past

March 24, 1992 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

March 24, 1992 - June 10, 1997

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KINTRA WEALTH, LLC

EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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

Pennsylvania
(7/7/2023)

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 65

Date: 8/21/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/10/1992

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: 9/28/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/23/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/12/2001

General Securities Principal Examination

Current Firm

KINTRA WEALTH, LLC

EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701

Mailing Address

Phone number

(570) 601-6960

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 KINTRA FORM ADV PART 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts	1,424
AUM (Assets Under Management)	$ 460,941,125

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Todd M. Rishel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Rishel's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

M&T SECURITIES, INC.

M&T SECURITIES, INC.

KEYSTONE BROKERAGE, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

KINTRA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/1997

Series 63

Date: 7/10/1992

SIE

Date: 10/1/2018

Series 7

Date: 9/28/1998

Series 6

Date: 3/23/1992

Series 24

Date: 11/12/2001

Current Firm

KINTRA WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINTRA WEALTH, LLC

TRUST BUT VERIFY

Contact information

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