Todd Engbers, financial advisor Ada MI

Todd Engbers

CRD Number: 5523854
Current Firm: Fidelity Personal And Workplace Advisors

Todd Engbers (CRD# 5523854) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ada, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Covington, KY Apr 2021 - Current 2
Ameriprise Financial Services, Inc. Grand Rapids, MI Jan 2019 - Apr 2021 2
Powder River Transportation Gillette, WY Jan 2018 - Dec 2018 < 1
Unemployed Livingston, MT Apr 2017 - Dec 2017 < 1
Lpl Financial LLC Livingston, MT Jul 2014 - Mar 2017 2
Ek Riley Investments, LLC Livingston, MT Aug 2008 - Jul 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Todd D. Engbers
Phone Number: 617-563-7000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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