Todd E Hoins
Advisor at Brokerage Specialists — Grand Island, NE
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.
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
Series 65
Experience Industry experience
8 years
Location
Grand Island, NE 68803
Brokerage Specialists
Independent
Total advisors
1Clients per advisor
25 TypicalAvg AUM per client
$0 Very LowHNW client ratio
0% LowTodd Hoins is a financial advisor with Brokerage Specialists in Grand Island, NE, holding a Series 65 designation and eight years of industry experience. He has been associated with Brokerage Specialists, Inc. since 1996 and currently manages Brokerage Specialist, LLC, where he also serves as an insurance agent. Brokerage Specialists is a fee-based financial planning and investment management firm offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, charities, and business entities. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerances, and frequently conducts public educational seminars and workshops at no charge.
Based on Brokerage Specialists
Based on Brokerage Specialists
$0+: 1.25% annually (discretionary accounts) $0+: 1.00% annually (non-discretionary accounts)
$185 per hour for financial planning services.
Fee-only: 1.25% annually for discretionary accounts; 1.00% annually for non-discretionary accounts; fees are negotiable.
Grand Island, NE
1828 N. Webb Road, Suite #2
Grand Island NE 68803
Advisors at this office
1
Nebraska
8 years of industry experience
Brokerage Specialist, LLC
2022 - Present • 4 years
Grand Island, NE
Brokerage Specialists, Inc.
2017 - Present • 9 years
Grand Island, NE
Brokerage Specialists, Inc.
1996 - Present • 30 years
Grand Island, NE
Brokerage Specialists, Inc.
1996 - 2022 • 26 years
Grand Island, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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.
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