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Rebecca Vanossenbruggen

Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
26 statesRegistered in
$8.6BFirm assets
13 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. TD Private Client Wealth LLCJun 2024 to now
  2. TD Bank N.A.Jun 2024 to now
  3. Bank of America, N.A.Dec 2021 to May 2024
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to May 2024
  5. Bank of AmericaDec 2016 to Jul 2018
  6. Cellular Sales of Knoxville Inc.Apr 2015 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 26 states (AR, AZ, CA, CO, CT, FL, GA, IN, MA, MD, ME, NC, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WI).

TD Private Client Wealth LLC

$8.6BAssets managed
25,685Clients
530Advisers
13 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
6989624
Firm CRD
164484
Advisor's SEC record (opens in a new tab)
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