Todd Sensing
CFP®Professional Summary
Todd Sensing, CFP®, who also goes by Todd Raymond Sensing, is a registered financial advisor currently at FARTHER located in Destin, Florida. Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Todd has worked at 5 firms and has passed the Series 63 and Series 7 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
- Tax Planning
- Retirement Planning
- Financial Planning
- Business Services
- Education Funding
- Investment Management
- Cashflow & Budgeting
- Estate & Legacy Planning
Specializations
Biography
When we work together, I will start by helping you define and set your goals. We then draw on decades of experience in financial planning and investment management to help put your entire family on the road to success. This disciplined, process-driven approach is focused on the things you can control while managing the risks of the things you cannot. While the details vary to meet the specific needs of each client, we always provide...
Other Aliases
Todd Raymond Sensing
Similar Advisors
PFS INVESTMENTS INC.
STATE FARM VP MANAGEMENT CORP.
MARINER INDEPENDENT
VOYA FINANCIAL ADVISORS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PFS INVESTMENTS INC.
STATE FARM VP MANAGEMENT CORP.
MARINER INDEPENDENT
VOYA FINANCIAL ADVISORS, INC.
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
PFS INVESTMENTS INC.
STATE FARM VP MANAGEMENT CORP.
MARINER INDEPENDENT
VOYA FINANCIAL ADVISORS, INC.
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.
Similar Advisors
PFS INVESTMENTS INC.
STATE FARM VP MANAGEMENT CORP.
MARINER INDEPENDENT
VOYA FINANCIAL ADVISORS, INC.
Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
Similar Advisors
PFS INVESTMENTS INC.
STATE FARM VP MANAGEMENT CORP.
MARINER INDEPENDENT
VOYA FINANCIAL ADVISORS, INC.
Current Firm
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT
Contact Information
Main Address
345 California Street Suite 600, San Francisco, CA 94104Phone Number
(628) 246-8004# of Employees
571SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
44,421AUM (Assets Under Management)
$16,010,112,152Similar Advisors
PFS INVESTMENTS INC.
STATE FARM VP MANAGEMENT CORP.
MARINER INDEPENDENT
VOYA FINANCIAL ADVISORS, INC.
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.
The advisor shows no other business activity.
Similar Advisors
PFS INVESTMENTS INC.
STATE FARM VP MANAGEMENT CORP.
MARINER INDEPENDENT
VOYA FINANCIAL ADVISORS, INC.
Primary Firm SEC Registration
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
PFS INVESTMENTS INC.
STATE FARM VP MANAGEMENT CORP.
MARINER INDEPENDENT
VOYA FINANCIAL ADVISORS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Sensing's CRS (Customer Relationship Summary).
Services Offered by Todd
- Tax Planning
- Retirement Planning
- Financial Planning
- Business Services
- Education Funding
- Investment Management
- Cashflow & Budgeting
- Estate & Legacy Planning
Similar Advisors
PFS INVESTMENTS INC.
STATE FARM VP MANAGEMENT CORP.
MARINER INDEPENDENT
VOYA FINANCIAL ADVISORS, INC.
