Todd W. Much
Professional summary
Todd Wayne Much, CFP® is a registered financial advisor currently at CTS FINANCIAL PLANNING, INC. located in Westlake Village, California.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Todd has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Todd Wayne Much's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
January 12, 1998 - Present
CTS FINANCIAL PLANNING, INC.
September 19, 1994 - August 25, 2005
FSC SECURITIES CORPORATION
September 6, 1989 - December 10, 2001
MUTUAL SERVICE CORPORATION
July 23, 1980 - September 19, 1994
ALL AMERICAN MANAGEMENT CORPORATION
Primary Firm SEC Registration
CTS FINANCIAL PLANNING, INC.
CRD#: 110960 / SEC#: 801-25781
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/14/2024)
(1/12/1998)
(9/28/2004)
Exams
Current Firm
CTS FINANCIAL PLANNING, INC.
CRD#: 110960 / SEC#: 801-25781
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 725 |
| AUM (Assets Under Management) | $ 298,694,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/10/2025 | ||
| 07/29/2024 | ||
| 09/14/2023 | ||
| 01/13/2023 |
Red Flags
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