Brigid
Toothman

Interactive Financial Advisors

CRD#7303318
Investment Advisor
in El Reno, OK

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About this Advisor

Brigid Toothman is a financial advisor based out of El Reno, Oklahoma who has 1 year of industry experience. Toothman works at Interactive Financial Advisors. During their career, Toothman has held roles at Interactive Financial Advisors, Sarver Vrooman Wealth Advisors, Lawrence Aquatic Center, Git N Go, City Of West Des Moines, City Of Urbandale, City Of Des Moines and Full Time Student. Toothman holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Illinois. Interactive Financial Advisors is an advisory business operating out of New Lenox, IL. It has offices in 23 locations and a total of 37 advisors. It administers $278 million in total assets between its 3,090 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 3,090 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Interactive Financial Advisors offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on the type of services. However, fee types billed by Interactive Financial Advisors can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

El Reno, OK

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Interactive Financial Advisors Brokerage Details

Total Assets Under Management

$278,271,719

OK Average: $6,674,516,078
Total Number of Employees

37

OK Average: 44
Total Number of Accounts

3,090

OK Average: 2,564
Average Account Size

$90,056

OK Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brigid Toothman Work History

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

2022 - Present (2 years)

Interactive Financial Advisors

2020 - 2022 (2 years)

Sarver Vrooman Wealth Advisors

2019 - 2020 (1 year)

Lawrence Aquatic Center

2019 - 2020 (1 year)

Git N Go

2019 - 2020 (1 year)

City Of West Des Moines

2018 - 2019 (1 year)

City Of Urbandale

2017 - 2017 (< 1 year)

City Of Des Moines

2012 - 2019 (7 years)

Full Time Student

*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 Brigid Toothman 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 Interactive Financial Advisors

Brett Simms
Chicago, IL
Brent Leavitt
Pahrump, NV
Parker Bresette
Onalaska, WI
William Mullins
Heathsville, VA
Brigid Toothman
El Reno, OK
Dennis Wesel
New Lenox, IL
April Blake
Warrenton, VA
Andrew Hoskins
Fairfax, VA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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