Todd Daniel Lyon
Investment adviser representative at Mcf Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.7BFirm assets
Are you Todd Daniel Lyon? Claim your profile
Contact this firm
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
- Pension consulting
Experience
15 years in the industry.
- Mcf Advisors, LLCFeb 2026 to now
- Wealth Planning CorporationMar 2011 to Feb 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mcf Advisors, LLC
$4.7BAssets managed
3,539Clients
33Advisers
22 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
- 4813137
- Firm CRD
- 130372