Richard Stanley Todd
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
18 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
Are you Richard Stanley Todd? 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJul 2024 to now
- Richard S Todd IncApr 2015 to now
- United Planners' Financial ServicesJun 2009 to now
- Oregon Pacific Financial Advisors, Inc. (opfa)Mar 2008 to now
- Richard ToddFeb 2008 to now
- Oregon Pacific Financial AdvisorsFeb 2008 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (OR).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 5346342
- Firm CRD
- 20804