Todd
Schick
Aspire Wealth Management
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About this Advisor
Todd Schick is a financial advisor based in Overland Park, Kansas, working with Aspire Wealth Management. Todd has previously held positions at Guardian Life Insurance Of America, Park Avenue Securities, LLC, Ae Wealth Management, LLC, Aspire Wealth Management, LLC, Aspire Financial Group, LLC, Madison Avenue Securities, LLC, Ae Financial Services, LLC, Berthel Fisher & Company Financial Services, Inc, and Bfc Planning, Inc. Todd has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Todd is part of Aspire Wealth Management, which operates out of Overland Park, Kansas. The firm has one office and one employee. The firm manages assets totaling $96.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Aspire Wealth Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aspire Wealth Management Brokerage Details
$96,576,798
1
1,278
$75,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Todd Schick Work History
Berthel Fisher & Company Financial Services, Inc
Aspire Wealth Management, LLC
Ae Financial Services, LLC
Bfc Planning, Inc
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
Aspire Financial Group, LLC
Guardian Life Insurance Of America
Park Avenue Securities, LLC
Disclosures
Please visit the SEC profile of Todd Schick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aspire Wealth Management
Overland Park, KS
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