Todd A. Schick

ASPIRE WEALTH MANAGEMENT

Overland Park, KS 66213

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CRD#: 4555540

Professional summary

Todd Anthony Schick, CFP®, ChFC®, CLU®, who also goes by Todd A Schick, Todd Anthony Schick, is a registered financial advisor currently at ASPIRE WEALTH MANAGEMENT located in Overland Park, Kansas and CREATIVEONE SECURITIES, LLC located in Overland Park, Kansas.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Todd has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd A Schick | Todd Anthony Schick

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.

1.) Aspire Wealth Management; investment related; 7400 W 130th St Suite 130 Overland Park, KS 66213; DBA Financial Services and Tax Center; President/Financial Advisor; 04/2018; 120 hrs/mo; 90 hrs/mo 2.) Aspire Wealth Management; investment related; 7400 W 130th St Suite 130 Overland Park, KS 66213; RIA; President/IAR; 04/2018; 40 hrs/mo; 30 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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^®

Certified Financial Planner

Start date: 2015

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

January 2, 2021 - Present

ASPIRE WEALTH MANAGEMENT

Office #1: 7400 W. 130th Street Suite 130, Overland Park, KS 66213

RIA

CRD#: 311368

Overland Park, KS

Current

December 16, 2024 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 7400 West 130th Suite 130, Overland Park, KS 66213Office #2: 5601 Ne Antioch Rd Suite 8, Gladstone, MO 64119

RIA

CRD#: 152974

Overland Park, KS

Past

June 17, 2021 - August 3, 2023

BFC PLANNING, INC.

RIA

CRD#: 119682

Overland Park, KS

Past

June 17, 2021 - December 6, 2024

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

Gladstone, MO

Past

February 3, 2021 - June 21, 2021

AE FINANCIAL SERVICES, LLC

CRD#: 298608

Overland Park, KS

Past

September 16, 2020 - December 22, 2020

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

Overland Park, KS

Past

August 24, 2020 - December 22, 2020

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Overland Park, KS

Past

August 31, 2018 - March 4, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

OVERLAND PARK, KS

Past

May 9, 2005 - September 5, 2018

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

OLATHE, KS

Past

April 22, 2005 - September 5, 2018

PARK AVENUE SECURITIES LLC

CRD#: 46173

OLATHE, KS

Past

February 12, 2003 - March 23, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

OVERLAND PARK, KS

Past

January 28, 2003 - March 23, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 28, 2003 - March 23, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/16/2024)

Arkansas
(12/16/2024)

California
(12/16/2024)

Florida
(12/16/2024)

Georgia
(12/16/2024)

Illinois
(12/16/2024)

Iowa
(12/16/2024)

IAR

Kansas
(1/2/2021)

Kansas
(12/16/2024)

Kentucky
(12/16/2024)

IAR

Missouri
(2/25/2021)

Missouri
(1/3/2025)

Nebraska
(12/16/2024)

Nevada
(12/16/2024)

New York
(12/16/2024)

North Carolina
(12/16/2024)

Ohio
(12/16/2024)

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

State Security Law Exam

IAR

Series 66

Date: 2/11/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/27/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ASPIRE WEALTH MANAGEMENT

ASPIRE WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC | ASPIRE WEALTH MANAGEMENT & TAX CENTER

CRD#: 311368 / SEC#: 801-125017

RIA

Registered Investment Advisory firm - (6/25/2024 Terminated)

Kansas

Registered Investment Advisory firm - (6/25/2024 Approved)

Missouri

Registered Investment Advisory firm - (5/30/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

7400 W. 130th Street Suite 130, Overland Park, KS 66213

Mailing Address

Phone number

(913) 322-3500

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	410
AUM (Assets Under Management)	$ 56,818,761

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.

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Advisor Monitoring

Firm Stability Insights

Todd A. Schick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

BFC PLANNING, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

AE FINANCIAL SERVICES, LLC

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE SECURITIES, LLC

AE WEALTH MANAGEMENT, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/11/2003

SIE

Date: 9/5/2018

Series 7

Date: 1/27/2003

FINRA

Current Firm

ASPIRE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASPIRE WEALTH MANAGEMENT

TRUST BUT VERIFY

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