Todd Sensing
FARTHER
Destin, FL 32541
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CRD#: 2248151
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.
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 value for our clients in 3 ways:
OBJECTIVE TEAM MEMBER
ORGANIZATION & ACCOUNTABILITY
EXPERIENCE & EDUCATION
As an Objective team member, we task ourselves to deliver a planning process that evolves over time but is always centered on you and your loved ones. Personal finance can get complicated, so we try to remove the anxiety and uncertainty for you. We do this through education and the rigor of proof.
We are here to consult with our clients on major financial decisions, offering an objective, informed, unemotional perspective whenever one is needed. We believe that decisions such as how much to spend on your next house or whether you should purchase more life insurance should not solely be guided by people whose compensation is directly linked to their recommendations.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Education Planning
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Estate & Generational Planning...
Financial Psychology/Coaching
High Net Worth Client Needs
Insurance Related Issues
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Todd Raymond Sensing
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.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Sensing'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®
CFP®
Start date: 2016
Experience
Current
August 21, 2024 - Present
FARTHER
Office #1: 4300 Legendary Drive Suite 226, Destin, FL 32541RIA
CRD#: 302050
Destin, FL
Past
September 30, 2016 - November 1, 2024
FAMILYVEST
RIA
CRD#: 284687
DESTIN, FL
Past
December 12, 1997 - September 24, 1999
ELECTRONIC TRADING GROUP, LLC
BD
CRD#: 37453
NEW YORK, NY
Past
March 24, 1997 - September 26, 1997
PERSHING LLC
BD
CRD#: 7560
JERSEY CITY, NJ
Past
July 10, 1992 - September 2, 1992
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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
Florida(8/21/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
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Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
