Todd Charles Welsh
CFP®, CIMA®Professional Summary
Todd Charles Welsh, CFP®, CIMA®, who also goes by Todd C Welsh, is a registered financial advisor currently at SCISSORTAIL WEALTH MANAGEMENT, LLC located in Tulsa, Oklahoma and LEVEL FOUR FINANCIAL, LLC located in Tulsa, Oklahoma. Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Todd has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 31 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Todd C Welsh
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
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
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Current Firm
SCISSORTAIL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1203 East 33rd Street Suite 100, Tulsa, OK 74105Phone Number
(918) 956-0500# of Employees
13SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,566AUM (Assets Under Management)
$568,186,776Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
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
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
SCISSORTAIL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(12/19/2019)
(11/10/2018)
(10/14/2026)
(11/10/2018)
(5/24/2022)
(6/21/2019)
(6/17/2025)
(11/10/2018)
(1/15/2023)
(11/10/2018)
(10/13/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Todd Charles Welsh's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
