Todd A. Lensman

FO INVESTMENTS

CANTON, OH 44718

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CRD#: 4610236

Professional summary

Todd Alan Lensman is a registered financial advisor currently at FO INVESTMENTS, LLC located in Canton, Ohio.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Todd has worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LENSMAN & ASSOCIATES, LTD. 4571 STEPHEN CIRCLE, NW CANTON -SINCE APRIL 2003 - LAW FIRM -ATTY./OWNER - 80 HRS A MONTH. NON INVESTMENT - NO TIME SPENT DURING TRADING HRS. - FOFM LLC, 4571 STEPHEN CIRCLE, NW CANTON, FINANCIAL ADVISORY & SERVICE FIRM - SINCE 1998. PRESIDENT & OWNER, 120 HRS/MONTH OF WHICH 40 HRS DURING SECURITY TRADING HRS. RP&C INTL, INC. - 630 FIFTH AVENUE, NY HOLDING COMPANY FOR RP&C GROUP. DIRECTOR SINCE 2004. NO HRS. SPENT DURING SECURITY TRADING HRS. INVESTMENT REALTED HOLDING COMPANY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Alan Lensman's 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®

None

Experience

Current

January 13, 2003 - Present

FO INVESTMENTS, LLC

Office #1: 4571 Stephen Circle, Nw, Suite 200, Canton, OH 44718

RIA

CRD#: 122479

CANTON, OH

Past

May 3, 2006 - November 5, 2014

ARUNDEL (SECURITIES), INC.

CRD#: 43573

NEW YORK, NY

Past

January 13, 2003 - December 1, 2003

BELLEN & ASSOCIATES, LLC

RIA

CRD#: 122542

NORTH CANTON, OH

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/13/2003)

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

State Security Law Exam

Series 63

Date: 7/17/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/13/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/5/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/6/2006

General Securities Principal Examination

Current Firm

FO INVESTMENTS, LLC

FAMILY OFFICES & FINANCIAL MANAGEMENT, LLC | FO INVESTMENTS, LLC

CRD#: 122479 / SEC#: 801-64199

RIA

Registered Investment Advisory firm - (6/8/2012 Terminated)

Ohio

Registered Investment Advisory firm - (3/21/2012 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

4571 Stephen Circle, N.w. Suite 200, Canton, OH 44718

Mailing Address

Phone number

(330) 497-8270

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 25,125,963

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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Todd A. Lensman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FO INVESTMENTS, LLC

ARUNDEL (SECURITIES), INC.

BELLEN & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/17/2006

Series 65

Date: 11/13/2001

SIE

Date: 11/5/2014

Series 7

Date: 5/2/2006

Series 24

Date: 11/6/2006

Current Firm

FO INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FO INVESTMENTS, LLC

TRUST BUT VERIFY

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