Unclaimed Profile

Todd Martin Woodland

VIVID FINANCIAL MANAGEMENT, INC.·ORCUTT, California

Series 7, Series 24Clean record24 years registeredVIVID FINANCIAL MANAGEMENT, INC.

340 EAST CLARK AVE., ORCUTT, CA 93455CRD# 1696805Firm CRD# 281392

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Martin Woodland · ORCUTT, CA

Registration

CRD #1696805 · VIVID FINANCIAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VIVID FINANCIAL MANAGEMENT, INC.

VIVID FINANCIAL MANAGEMENT, INC.

Apr 2016 – Jan 2022

ORCUTT, CA

VIVID FINANCIAL MANAGEMENT, INC.

Jul 2015 – Apr 2016

ORCUTT, CA

WOODLAND LEISHMAN & ASSOCIATES

Oct 2008 – Dec 2015

ORCUTT, CA

THE PLANNERS NETWORK, INC.

Jun 2002 – Feb 2003

SANTA MARIA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Registration record

First registered · June 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIVID FINANCIAL MANAGEMENT, INC.

CRD 281392 · SEC 801-107169

AUM

$574M

Regulatory assets under management

Employees

3,070 client accounts

Services offered by VIVID FINANCIAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VIVID FINANCIAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Todd Martin Woodland offer?

Todd Martin Woodland specializes in Financial Planning, Investment Management.

What are Todd Martin Woodland's credentials?

Todd Martin Woodland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Martin Woodland located?

Todd Martin Woodland is based in ORCUTT, California, last registered with VIVID FINANCIAL MANAGEMENT, INC..

How does Todd Martin Woodland charge for services?

Todd Martin Woodland's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIVID FINANCIAL MANAGEMENT, INC.?

VIVID FINANCIAL MANAGEMENT, INC. has approximately 21 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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