Unclaimed Profile

Todd Ian Youngdahl

WASHINGTON WEALTH ADVISORS, LLC·FALLS CHURCH, Virginia

Series 7, Series 66Clean record27 years registeredWASHINGTON WEALTH ADVISORS, LLC

300 NORTH WASHINGTON STREET, FALLS CHURCH, VA 22046CRD# 3139570Firm CRD# 155978

Profile Verification

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

Identity

Todd Ian Youngdahl · FALLS CHURCH, VA

Registration

CRD #3139570 · WASHINGTON WEALTH ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Feb 2023 – present

WASHINGTON WEALTH ADVISORS, LLC

Feb 2012 – Mar 2023

FALLS CHURCH, VA

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 1999 – Feb 2012

FALLS CHURCH, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 26, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASHINGTON WEALTH ADVISORS, LLC

CRD 155978 · SEC 801-110265

AUM

$249M

Regulatory assets under management

Employees

1,457 client accounts

Services offered by WASHINGTON WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WASHINGTON WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Ian Youngdahl offer?

Todd Ian Youngdahl specializes in Financial Planning, Investment Management. Contact their office in FALLS CHURCH, Virginia for a consultation.

What are Todd Ian Youngdahl's credentials?

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

Where is Todd Ian Youngdahl located?

Todd Ian Youngdahl is based in FALLS CHURCH, Virginia, working with WASHINGTON WEALTH ADVISORS, LLC. Their office serves clients in the FALLS CHURCH metropolitan area and surrounding communities.

How does Todd Ian Youngdahl charge for services?

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

How large is WASHINGTON WEALTH ADVISORS, LLC?

WASHINGTON WEALTH ADVISORS, LLC has approximately 8 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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