Todd S. Gillingham
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Todd Sterling Gillingham, CFP®, ChFC®, CLU® was a registered financial professional .
Todd is a previously registered financial professional and started their career in finance in 1994. Todd had worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2003
Experience
August 1, 2022 - November 14, 2024
LANDMARK WEALTH MANAGEMENT GROUP
July 16, 2020 - December 31, 2023
PURSHE KAPLAN STERLING INVESTMENTS
May 22, 2020 - August 15, 2022
THRIVENT ADVISOR NETWORK, LLC
July 1, 2002 - July 15, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
July 1, 2002 - July 15, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
August 31, 1994 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LANDMARK WEALTH MANAGEMENT GROUP
CRD#: 322210 / SEC#: 801-125975
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 2,904 |
| AUM (Assets Under Management) | $ 824,391,424 |
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.
