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Todd Eugene Chambers

Advisor at OSAIC — Pleasantville, IA

Updated today

Credentials

Series 66

Experience

19 years

Location

Pleasantville, IA 50225

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Todd Chambers is a financial advisor with OSAIC holding a Series 66 designation and 19 years of industry experience. He has previously worked at SagePoint Financial and Woodbury Financial, Inc., and is the owner of an insurance agency. Chambers serves as a volunteer board member for Knoxville Hospital and Clinics and is a board member of Pine Knolls Golf Club. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managed accounts to construct portfolios that may include various asset classes.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Pleasantville, IA

102 N Washington St

Pleasantville IA 50225

Advisors at this office

1

Most active in

Illinois · Iowa · Michigan · Texas

Work history

19 years of industry experience

OSAIC

2024 - Present • 2 years

Knoxville, IA

SagePoint financial

2019 - Present • 7 years

Knoxville, ID

Woodbury Financial, Inc.

2007 - 2024 • 17 years

Knoxville, IA

McKay Insurance Agency

2007 - Present • 19 years

Knoxville, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Keri B

Series 66

Indianola, IA

Wealthcare Capital Partners, LLC

Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Chase G

Series 63, Series 65

Indianola, IA

Wealthcare Capital Partners, LLC

Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.

Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Bradley P

ChFC®, Series 63

Ackworth, IA

Principal Advised Services

Bradley Pull is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked extensively with Principal Life Insurance Co since 1998 and has been with Principal Advised Services since 2023. Outside of his advisory role, he is involved in a private family real estate arrangement, selling a home to his nephew under contract. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated operational support.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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James B

Series 63, Series 65

Carlisle, IA

Principal Advised Services

James Berg is a financial advisor at Principal Advised Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 1998. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar

Wick C

Series 66

Knoxville, IA

OSAIC

Wick Cunningham is a financial advisor at Osaic Wealth, Inc. with the Series 66 designation and one year of industry experience. His prior roles include positions at Cunningham Financial Services and various roles at Northwest Missouri State University. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers across a variety of investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph C

Series 63, Series 65

Knoxville, IA

OSAIC

Joseph Cunningham is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at USAdvisors Wealth Management, Securities America, Inc., and Iowa State Savings Bank. Outside of his advisory work, he coaches middle school girls track and field and serves on the Marion County Planning and Zoning Commission. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes with discretionary or non-discretionary management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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