Todd
Kimpel
Commonwealth Financial Services
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About this Advisor
Todd Kimpel is a financial advisor based in Wheeling, West Virginia, working with Commonwealth Financial Services. Todd has previously held positions at Linsco/Private Ledger Corp, Commonwealth Financial Services, LLC, Securities America, Inc, and Arbor Point Advisors. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in West Virginia. Currently, Todd is part of Commonwealth Financial Services, which operates out of Wheeling, West Virginia. The firm has 4 offices and 25 employees. The firm manages assets totaling $649.5 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Commonwealth Financial Services includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Services Brokerage Details
$649,546,505
25
2,148
$302,396
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
- Other
Todd Kimpel Work History
Commonwealth Financial Services, LLC
Securities America, Inc
Arbor Point Advisors
Linsco/Private Ledger Corp
Disclosures
Please visit the SEC profile of Todd Kimpel 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 Commonwealth Financial Services
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Wheeling, WV
Parkersburg, WV
Wheeling, WV
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