Unclaimed Profile

Todd Sterling Gillingham

LWMG, LLC·LAKE ELMO, Minnesota

SIE, Series 7, Series 24, Series 66CFP ChFCClean record24 years registeredLWMG, LLC

8665 HUDSON BLVD. N, LAKE ELMO, MN 55042CRD# 2513471Firm CRD# 322210

Profile Verification

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

Identity

Todd Sterling Gillingham · LAKE ELMO, MN

Registration

CRD #2513471 · LWMG, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LWMG, LLC

LANDMARK WEALTH MANAGEMENT GROUP

Aug 2022 – Nov 2024

LAKE ELMO, MN

THRIVENT ADVISOR NETWORK, LLC

May 2020 – Aug 2022

Lake Elmo, MN

THRIVENT INVESTMENT MANAGEMENT INC.

Jul 2002 – Jul 2020

Lake Elmo, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · July 1, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LWMG, LLC

CRD 322210 · SEC 801-125975

AUM

$824M

Regulatory assets under management

Employees

2,904 client accounts

Services offered by LWMG, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LWMG, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Sterling Gillingham offer?

Todd Sterling Gillingham specializes in Financial Planning, Investment Management, Wealth Management.

What are Todd Sterling Gillingham's credentials?

Todd Sterling Gillingham holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Todd Sterling Gillingham located?

Todd Sterling Gillingham is based in LAKE ELMO, Minnesota, last registered with LWMG, LLC.

How does Todd Sterling Gillingham charge for services?

Todd Sterling Gillingham'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 LWMG, LLC?

LWMG, LLC has approximately 40 employees and manages $824M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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