Todd Anthony Gescher
Professional Summary
Todd Anthony Gescher is a registered financial advisor currently at TRUE PRIVATE WEALTH ADVISORS, LLC located in Salem, Oregon. Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Todd has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
MAINSAIL FINANCIAL GROUP
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
MAINSAIL FINANCIAL GROUP
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
MAINSAIL FINANCIAL GROUP
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
CROSSTREE CAPITAL SECURITIES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
MAINSAIL FINANCIAL GROUP
Years of Experience
32 years in the financial services industry
Current & Past Employments
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
MAINSAIL FINANCIAL GROUP
Current Firm
ALLATICE WEALTH ADVISORS, LLC | TRUE PRIVATE WEALTH ADVISORS, LLC | STEVE BINNS GROUP | SANDERS COFFEE GROUP | OPSAHL GROUP | NBC CAPITAL ADVISORS GROUP | NANSON, BRATT & COLVIN CAPITAL ADVISORS GROUP | MIKE LONG GROUP | GESCHER HERBER GROUP | DAVIS ALTMAN PATERSON GROUP
Contact Information
Main Address
1781 Liberty Street Se Suite 200, Salem, OR 97302Mailing Address
P.o. Box 648, Mcminnville, OR 97128Phone Number
(503) 400-3311# of Employees
22SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,592AUM (Assets Under Management)
$1,426,784,638Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
MAINSAIL FINANCIAL GROUP
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.
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
MAINSAIL FINANCIAL GROUP
Primary Firm SEC Registration
ALLATICE WEALTH ADVISORS, LLC | TRUE PRIVATE WEALTH ADVISORS, LLC | STEVE BINNS GROUP | SANDERS COFFEE GROUP | OPSAHL GROUP | NBC CAPITAL ADVISORS GROUP | NANSON, BRATT & COLVIN CAPITAL ADVISORS GROUP | MIKE LONG GROUP | GESCHER HERBER GROUP | DAVIS ALTMAN PATERSON GROUP
State Registrations and Notice Filings
(9/17/2012)
(10/29/2012)
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
CROSSTREE CAPITAL SECURITIES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
MAINSAIL FINANCIAL GROUP
CRS (Client Relationship Summary) - RIA
Click below to view Todd Anthony Gescher's CRS (Customer Relationship Summary).
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES
MAINSAIL FINANCIAL GROUP
