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TT

Troy V. Todd

LFG WEALTH PARTNERS
ELIZABETHTOWN, KY 42701
Some features on this profile are disabled
CRD#: 7268748
TT

Professional summary

Troy Vincent Todd is a registered financial advisor currently at LFG WEALTH PARTNERS, LLC located in Elizabethtown, Kentucky.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Troy has worked at 2 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Vincent Todd'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®
None

Experience

Current

June 27, 2024 - Present

LFG WEALTH PARTNERS, LLC

Office #1: 2905 Ring Road, Elizabethtown, KY 42701
RIA
CRD#: 331339
ELIZABETHTOWN, KY
Past

June 13, 2024 - June 26, 2024

LFG WEALTH PARTNERS, LLC

RIA
CRD#: 331339
ELIZABETHTOWN, KY
Past

June 30, 2020 - September 20, 2024

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Elizabethtown, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LFG WEALTH PARTNERS, LLC
LEGATO FINANCIAL GROUP, INC. | LFG WEALTH PARTNERS, LLC | LFG PREMIER

CRD#: 331339 / SEC#: 801-130411

RIA
Registered Investment Advisory firm - (5/31/2024 Approved)

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
Kentucky
(6/27/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/9/2020
Uniform Investment Adviser Law Examination

Current Firm

LW
LFG WEALTH PARTNERS, LLC
LEGATO FINANCIAL GROUP, INC. | LFG WEALTH PARTNERS, LLC | LFG PREMIER

CRD#: 331339 / SEC#: 801-130411

RIA
Registered Investment Advisory firm - (5/31/2024 Approved)
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Contact information

Main Address
2905 Ring Road, Elizabethtown, KY 42701
Mailing Address
Phone number
(877) 573-2043
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LFG WEALTH PARTNERS, LLC ADV PART 2A FIRM BROCHURE (2/9/2026)

Regulatory assets under management

Total Number of Accounts919
AUM (Assets Under Management)$ 190,676,829

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.

Company Information

LFG WEALTH PARTNERS, LLC

CRD#: 331339Elizabethtown, KY 42701

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