Todd
Fridline
Lafleur & Godfrey Private Wealth Management
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About this Advisor
Todd Fridline is a financial advisor based in Grand Rapids, Michigan with 1 year of industry experience. Fridline is on the advisory team at Lafleur & Godfrey Private Wealth Management. Throughout their career, Fridline has worked at Investment Counsel Inc, Webasto, N/A and Lafleur & Godfrey Private Wealth Management. Fridline maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Michigan. Lafleur & Godfrey Private Wealth Management is an advisory business based out of Grand Rapids, MI. The firm has a total of six advisors. It manages $725 million in total assets across its 759 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 759 client accounts, 61% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Lafleur & Godfrey Private Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and other services. Fees charged by financial advisors typically depend on which service is offered. Fee types charged by Lafleur & Godfrey Private Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lafleur & Godfrey Private Wealth Management Brokerage Details
$725,255,158
6
759
$955,540
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
Todd Fridline Work History
Todd has been registered as a financial advisor for 1 years.*
Lafleur & Godfrey Private Wealth Management
Investment Counsel Inc
Investment Counsel Inc
N/A
Webasto
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Fridline 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 Lafleur & Godfrey Private Wealth Management
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Harbor Springs, MI
Grandville, MI
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