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Todd M Connell

MOSBY LINCOLN LC·WICHITA, Kansas
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7309 E. 21ST, SUITE 120, WICHITA, KS 67206-1178CRD# 4355192Firm CRD# 107135
01

About

Todd M Connell is a registered financial advisor based in WICHITA, Kansas, affiliated with MOSBY LINCOLN LC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
MOSBY LINCOLN LC
MOSBY LINCOLN LC
AUM
$354M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MOSBY LINCOLN LC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4355192
Firm CRD# 107135
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd M Connell offer?
Todd M Connell specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in WICHITA, Kansas for a consultation.
What are Todd M Connell's credentials?
Todd M Connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd M Connell located?
Todd M Connell is based in WICHITA, Kansas, working with MOSBY LINCOLN LC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Todd M Connell charge for services?
Todd M Connell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOSBY LINCOLN LC?
MOSBY LINCOLN LC has approximately 2 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
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City Guides
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Research
Advisor Fees in KansasNational Fee Analysis
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