Todd Volden

Advisor at Edward Jones

Updated today

Location

Westby, WI 54667

Credentials

Series 66

Industry experience

18 years

About

Todd Volden is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns a property management business focused on office and rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

100 Majestic Drive Suite 500

Westby, WI 54667

Most active in

Texas · Wisconsin

Work history

Edward Jones

2007 - Present (19 years)

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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Paul T

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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Jeanne Foss is a financial advisor at Inspire Advisors, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also works as an engineer at Lumen Technologies, focusing on modernizing software infrastructure. Inspire Advisors is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice and employs a variety of investment strategies, often utilizing model portfolios and proprietary ETFs.

ESG / Sustainable investing
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Travis G

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Aaron C

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Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

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Michael C

Series 66

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Michael Callan is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2017 and previously was with ICA Group Wealth Management, LLC, Investment Centers Of America, Inc., and Citizens First Bank. Callan is also involved with United Life Insurance Agency as an insurance agent focusing on life and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a variety of investment solutions, combining in-house research-driven model portfolios with third-party managers and customized arrangements to meet client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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