Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
20 years
Location
Eaton, OH 45320
Edward Jones
Institution
Todd Darr is a CFP® professional with 20 years of experience in the financial services industry, currently serving at Edward Jones since 2006. He holds the Series 66 designation and is based in Eaton, Ohio. Outside of his advisory role, he manages rental properties in his local area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Eaton, OH 1101 North Barron Street
1101 North Barron Street
Eaton OH 45320
Advisors at this office
1
Ohio · Texas
20 years of industry experience
Edward Jones
2006 - Present • 20 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Richmond, IN
Spectrum Advisors Financial, LLC
Donald House Jr. is the principal advisor at Spectrum Advisors Financial, LLC in Richmond, Indiana, with 17 years of industry experience. He holds a Series 65 designation and has worked at SimpliFinancial LLC since 2018 and Spectrum Advisors Financial since 2009. In addition to his advisory work, he owns and operates insurance businesses and also offers the sale of gold as a side activity. Spectrum Advisors Financial provides financial planning and advisory services to pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm delivers written financial plans and ongoing reviews while recommending third-party money managers to implement investment strategies, without taking custody of client assets.
Series 66
Brookville, OH
Miami Valley Portfolio Management Inc
Tyler Behnken is a financial advisor at Miami Valley Portfolio Management Inc with Series 66 credentials and three years of industry experience. His prior work includes roles at StoneX Securities Inc and several positions in insurance and sales. Outside of financial advising, he is involved in aerial photography and videography through his business, Fly Guys, and participates as a client partner in an Amazon e-commerce venture. Miami Valley Portfolio Management provides discretionary asset management to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation strategy using technical signals to manage portfolios across various asset classes.
Series 63
Brookville, OH
Miami Valley Portfolio Management Inc
Michael Moran is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 41 years of industry experience, including 11 years at StoneX Securities Inc and 11 years at Wrp Investments, Inc. He is also involved in community service as a member and officer of the Kiwanis Club of Brookville. Miami Valley Portfolio Management provides discretionary asset management primarily to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation approach using technical tools to manage portfolios across multiple strategies.
Series 63
Brookville, OH
Miami Valley Portfolio Management Inc
Scott Behnken is a financial advisor at Miami Valley Portfolio Management Inc with 46 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors Inc and StoneX Securities Inc. Behnken is a board member of the Dayton Foundation’s development committee. Miami Valley Portfolio Management provides discretionary asset management to individuals, including high net worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation approach using technical indicators to manage portfolios across mutual funds, ETFs, stocks, and bonds.
Series 63
Brookville, OH
Miami Valley Portfolio Management Inc
Kent Behnken is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has over 40 years of industry experience, including roles at StoneX Advisors Inc and StoneX Securities Inc. Outside of advising, he is involved in several business ventures including a background check company, a children’s book investor role, and participation in an art gallery and entertainment business. Miami Valley Portfolio Management provides discretionary asset management primarily to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation strategy utilizing technical indicators to manage portfolios across various asset classes.
Series 63, Series 65
Eaton, OH
Harbour Investments, Inc.
Gavin Dues is a financial advisor with Harbour Investments, Inc. in Eaton, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Harbour Investments since 2012 and also operates Dues Wealth Management LLC and Dues & Dues Partnership. Outside of his advisory roles, he is an independent insurance agent and is involved with Dues Law, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management options, including model-based solutions through a subscription platform.
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