Unclaimed Profile

Todd David Witcraft

DOUGHERTY WEALTH ADVISERS LLC·WAYZATA, Minnesota

Series 6, Series 63Clean record11 years registeredDOUGHERTY WEALTH ADVISERS LLC

861 LAKE STREET NORTH, WAYZATA, MN 55391CRD# 2067534Firm CRD# 143138

Profile Verification

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

Identity

Todd David Witcraft · WAYZATA, MN

Registration

CRD #2067534 · DOUGHERTY WEALTH ADVISERS LLC · 11 years registered

Brand Profile

Not yet started

Career History

LEGACIES WEALTH LLC

Mar 2018 – present

KESTRA ADVISORY SERVICES, LLC

May 2016 – Feb 2018

MINNETONKA, MN

NORTHROCK PARTNERS, LLC

Oct 2014 – May 2016

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · October 28, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOUGHERTY WEALTH ADVISERS LLC

CRD 143138 · SEC 801-99370

AUM

$352M

Regulatory assets under management

Employees

204 client accounts

Services offered by DOUGHERTY WEALTH ADVISERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOUGHERTY WEALTH ADVISERS LLC →

Introduction

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Frequently Asked Questions

What services does Todd David Witcraft offer?

Todd David Witcraft specializes in Financial Planning, Investment Management. Contact their office in WAYZATA, Minnesota for a consultation.

What are Todd David Witcraft's credentials?

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

Where is Todd David Witcraft located?

Todd David Witcraft is based in WAYZATA, Minnesota, working with DOUGHERTY WEALTH ADVISERS LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.

How does Todd David Witcraft charge for services?

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

How large is DOUGHERTY WEALTH ADVISERS LLC?

DOUGHERTY WEALTH ADVISERS LLC has approximately 3 employees and manages $352M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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