AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
TC

Todd Childers

4 STAR ADVISORY SERVICES
LANCASTER, OH
·CRD# 4206651·26 years experience

Professional Summary

Todd Childers, who also goes by P Todd Childers, Phillip Todd Childers, Todd Childers, is a registered financial advisor currently at 4 STAR ADVISORY SERVICES LLC located in Lancaster, Ohio. Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 6 firms and has passed the Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

P Todd Childers, Phillip Todd Childers, Todd Childers

Blog Corner

Similar Advisors

Andrew Johnson
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#
View profile
AR
Aura Tamar Reinhard

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · CRD#
Douglas Kelly
Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

Latham, NY · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Andrew Johnson
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
AR
Aura Tamar Reinhard

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · CRD#
Douglas Kelly
Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

Latham, NY · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Andrew Johnson
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
AR
Aura Tamar Reinhard

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · CRD#
Douglas Kelly
Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

Latham, NY · CRD#

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

Andrew Johnson
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
AR
Aura Tamar Reinhard

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · CRD#
Douglas Kelly
Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

Latham, NY · CRD#

Years of Experience

26 years in the financial services industry

Current & Past Employments

4 STAR ADVISORY SERVICES LLC·CRD# 306362
RIA
426 East Main Street, Lancaster, OH 43130
November 5, 2019 - Present
HORTER INVESTMENT MANAGEMENT, LLC·CRD# 119880
RIA
Lancaster, OH
November 26, 2012 - February 10, 2020
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
RIA
Lancaster, OH
July 1, 2009 - November 20, 2012
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Lancaster, OH
June 30, 2009 - November 20, 2012
VALMARK ADVISERS, INC.·CRD# 108050
RIA
Lancaster, OH
February 17, 2004 - July 1, 2009
VALMARK SECURITIES, INC.·CRD# 31243
BD
Lancaster, OH
February 26, 2003 - July 1, 2009
EDWARD JONES·CRD# 250
BD
St. Louis, MO
August 8, 2000 - February 13, 2001

Similar Advisors

Andrew Johnson
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
AR
Aura Tamar Reinhard

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · CRD#
Douglas Kelly
Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

Latham, NY · CRD#

Current Firm

4S
4 STAR ADVISORY SERVICES LLC

4 STAR ADVISORY SERVICES LLC

CRD#: 306362
Ohio
Registered Investment Advisory firm - Ohio (11/5/2019 Approved)

Contact Information

Main Address

426 East Main Street, Lancaster, OH 43130

Mailing Address

Po Box 516, Lancaster, OH 43130

Phone Number

(740) 653-4437

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

132

AUM (Assets Under Management)

$8,507,543

Similar Advisors

Andrew Johnson
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
AR
Aura Tamar Reinhard

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · CRD#
Douglas Kelly
Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

Latham, NY · CRD#

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.

1. 4 Star Investments, PO BOX 516 Lancaster, OH 43130, Investment Related 2. Start Date: 10/2012 3. Approx number of hours devoted: 16 4. Approx number of hours during securities hours: 16 5. Tasks: Sells life insurance and fixed annuities 6. Accountant - between Feb and April I prepare tax returns for a fee - no commissions. Insurance - life insurance and annuity sales - commission related, the amount varies as it is as needed. Compensation was a percentage of the fees charged for the AUM.

Similar Advisors

Andrew Johnson
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
AR
Aura Tamar Reinhard

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · CRD#
Douglas Kelly
Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

Latham, NY · CRD#

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.
IAR
Ohio
(11/5/2019)

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.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2003About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Aug 2000About the Series 7 exam

Similar Advisors

Andrew Johnson
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
AR
Aura Tamar Reinhard

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · CRD#
Douglas Kelly
Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

Latham, NY · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Todd Childers's CRS (Customer Relationship Summary).

Similar Advisors

Andrew Johnson
Andrew Johnson

PFS INVESTMENTS INC.

ALPHARETTA, GA · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
AR
Aura Tamar Reinhard

RBC CAPITAL MARKETS, LLC

NEW YORK, NY · CRD#
Douglas Kelly
Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

Latham, NY · CRD#
TC
Follow Todd
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required