Todd
Darnold

Arbor Point Advisors

CRD#4499096
Investment Advisor
in Omaha, NE

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About this Advisor

Todd Darnold is a financial advisor who works out of Omaha, Nebraska with 1 year of relevant experience. Darnold works at Arbor Point Advisors. During their career, Darnold has held roles at Securities America, Inc and Creighton University. Darnold holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in Nebraska. Arbor Point Advisors is a registered investment company headquartered in La Vista, NE. It has offices in 138 locations and a total of 1,844 people on staff. It manages $6 billion in total assets between its 30,789 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 30,789 accounts, just 7% are held by high-net-worth investors who have greater than $1 million in assets. The business offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically are based on the type of financial services offered. Fees billed by Arbor Point Advisors most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14301 Fnb Pkwy Ste 201
Omaha, NE 68154

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$6,428,973,356

NE Average: $1,978,216,465
Total Number of Employees

1,844

NE Average: 226
Total Number of Accounts

30,789

NE Average: 7,467
Average Account Size

$208,807

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Todd Darnold Work History

Todd has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Securities America, Inc

2008 - Present (16 years)

Creighton University

*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 Darnold 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 Arbor Point Advisors

James Bell
Spokane, WA
Timothy Ingalls
Windsor, CT
Scott Mahan
Klamath Falls, OR
Dwight O'Hara
Deer Lodge, MT
Adriel Gaines
Springfield, OR
Cassie Diamond
Portland, OR
April Wallace
Auburn, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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