Unclaimed Profile

Todd Edward Kimpel

COMMONWEALTH FINANCIAL SERVICES, LLC.·PARKERSBURG, West Virginia

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65ChFC30 years registeredCOMMONWEALTH FINANCIAL SERVICES, LLC.

585 COLLEGE PARKWAY, PARKERSBURG, WV 26104CRD# 1203275Firm CRD# 324930

Profile Verification

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

Identity

Todd Edward Kimpel · PARKERSBURG, WV

Registration

CRD #1203275 · COMMONWEALTH FINANCIAL SERVICES, LLC. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMMONWEALTH FINANCIAL SERVICES, LLC.

COMMONWEALTH FINANCIAL SERVICES

Apr 2023 – Jan 2026

Wheeling, WV

ARBOR POINT ADVISORS

Jun 2017 – Apr 2023

Wheeling, WV

LPL FINANCIAL LLC

Feb 2014 – Jan 2016

WHEELING, WV

COMMONWEALTH FINANCIAL SERVICES, LLC

Sep 2010 – Jul 2017

WHEELING, WV

LPL FINANCIAL LLC

Apr 2003 – May 2011

WHEELING, WV

AXA ADVISORS, LLC

Feb 1996 – Apr 2003

WHEELING, WV

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · February 9, 1996

Years registered · 30

Professional designation · ChFC

Disclosure History

2004Customer Dispute·Denied

2004Customer Dispute·Withdrawn

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COMMONWEALTH FINANCIAL SERVICES, LLC.

CRD 324930 · SEC 801-127499

AUM

$650M

Regulatory assets under management

Employees

2,148 client accounts

Services offered by COMMONWEALTH FINANCIAL SERVICES, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMMONWEALTH FINANCIAL SERVICES, LLC. →

Introduction

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Frequently Asked Questions

What services does Todd Edward Kimpel offer?

Todd Edward Kimpel specializes in Financial Planning, Investment Management, Wealth Management.

What are Todd Edward Kimpel's credentials?

Todd Edward Kimpel holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Todd Edward Kimpel located?

Todd Edward Kimpel is based in PARKERSBURG, West Virginia, last registered with COMMONWEALTH FINANCIAL SERVICES, LLC..

How does Todd Edward Kimpel charge for services?

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

How large is COMMONWEALTH FINANCIAL SERVICES, LLC.?

COMMONWEALTH FINANCIAL SERVICES, LLC. has approximately 25 employees and manages $650M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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