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Todd Michael Cour

Advisor at Buena Vista Investment Management LLC — Wisconsin Rapids, WI

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Wisconsin Rapids, WI 54494

Buena Vista Investment Management LLC logo

Buena Vista Investment Management LLC

Independent

Total advisors

1

Clients per advisor

77 Very High

Avg AUM per client

$334,354 Low

HNW client ratio

21% Typical

About

Todd Cour is a financial advisor with Buena Vista Investment Management LLC in Wisconsin Rapids, WI, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at Regal Investment Advisors LLC for four years and operated Cour Financial for 13 years. Outside of advisory services, he is involved in life insurance and annuity sales. Buena Vista Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and charitable institutions. The firm builds customized portfolios combining diversified mutual funds, ETFs, individual equities, and fixed-income securities, and employs discretionary portfolio management with periodic reviews and reporting.

Client services

Based on Buena Vista Investment Management LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Buena Vista Investment Management LLC

Wealth management Active portfolio management Long-term care insurance Life insurance needs analysis

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Fee options

Fixed

Fixed financial planning fees ranging from $1,000 to $25,000, negotiable.

Percentage

$0 - $250,000: 1.40% $250,001 - $1,000,000: 1.15% $1,000,001 - $1,500,000: 0.90% $1,500,001 - $5,000,000: 0.75% Above $5,000,000+: Custom/Negotiated

Commissions

Insurance commissions earned by licensed insurance agent Todd Cour in addition to advisory fees.

Project-based

$250 per hour for financial planning services, negotiable.

Other

Minimum fee: Base fee of $240 per account plus tiered percentage fees. Fee-only: Financial planning fixed fees between $1,000 and $25,000; hourly fees $250 per hour, negotiable.

Location

Wisconsin Rapids, WI

478 East Grand Ave, Suite 202

Wisconsin Rapids WI 54494

Advisors at this office

1

Most active in

Wisconsin

Work history

24 years of industry experience

Regal Investment Advisors LLC

2013 - 2017 • 4 years

Kentwood, MI

Cour Financial

2006 - 2019 • 13 years

Wisconsin Rapids, WI

First Heartland Consultants, Inc.

2005 - 2006 • 1 year

Wisconsin Rapids, WI

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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Joel S

Series 63, Series 65

Wisconsin Rapids, WI

Sullivan Investment Management LLC

Joel Sullivan is a financial advisor at Sullivan Investment Management LLC with 22 years of industry experience. He has been with Sullivan Investment Management since 2017 and previously worked at Buena Vista Investment Management for 14 years. He holds Series 63 and Series 65 licenses. Sullivan Investment Management serves individual and institutional investors, including high-net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers discretionary portfolio management using a combination of internal fundamental research, technical analysis, and third-party research, with investment strategies spanning equity, balanced, and fixed-income mandates.

Passive / index investing Active portfolio management Concentrated stock management Income planning Founder/Business Owner
user avatar

Austin S

Series 65

Stevens Point, WI

Benchmark Capital Group Ltd.

Austin Swisher is a financial advisor at Benchmark Capital Group Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Benchmark Capital Group, he worked at Imperial Industries and served in the United States Marine Corps. He also has a background in education from the University of Wisconsin-Stevens Point. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and employer retirement-plan consulting for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $174 million, utilizing a variety of investment methods including fundamental and technical analysis to accommodate both long- and short-term strategies.

General retirement planning Income planning General tax planning Active portfolio management Founder/Business Owner
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Kyler E

Series 65

Stevens Point, WI

Evexia Wealth, LLC

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Private / alternative investments Options & derivatives strategies
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Benjamin P

Series 63, Series 65

Stevens Point, WI

Chicago Capital Management Advisors, LLC

Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior roles include positions at American Trust Investment Services, Avellino Financial Advisors, and Forest Securities. Outside of advisory services, he is involved with AB Pfiffner Chain Vacations, a business he has operated since 2017. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with tailored strategies that incorporate derivatives for hedging and income, and also manages held-away assets for clients.

Tax strategies for small businesses ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner
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Jenna L

CFP®, CFA®, Series 66

Stevens Point, WI

Evexia Wealth, LLC

Jenna Laws is a CFP® and CFA® with 17 years of industry experience. She currently serves as an advisor at Evexia Wealth, LLC and previously worked at Thrivent Advisor Network and Thrivent Financial for Lutherans. Outside of her advisory role, Laws is vice president and a board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach utilizing ETFs, equities, mutual funds, and fixed-income securities, and offers specialized model portfolios and in-house accounting services.

Private / alternative investments Options & derivatives strategies
user avatar

Benjamin L

Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.

Private / alternative investments Options & derivatives strategies
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