Tod Michael Masin
Investment adviser representative at LPL Financial LLC
24 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- LPL Financial LLCSep 2022 to now
- MasinmiskoSep 2002 to now
- Wealthplan Partners LLC dba MasinmiskoJan 2020 to Sep 2022
- Securities America, Inc.Nov 2016 to Sep 2022
- Wealthplan Partners Inc dba Masin MiskoNov 2016 to Sep 2022
- Summit Brokerage Services, Inc.Sep 2016 to Nov 2016
- Summit Financial Group IncSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2284283
- Firm CRD
- 6413