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Todd Kevin Voit

VOIT & COMPANY, LLC·BROOKFIELD, Wisconsin
Unclaimed Profile
165 S. CALHOUN ROAD, BROOKFIELD, WI 53005CRD# 1528382Firm CRD# 112587
01

About

Todd Kevin Voit is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with VOIT & COMPANY, LLC. 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
VOIT & COMPANY, LLC
VOIT & COMPANY, LLC
AUM
$3M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at VOIT & COMPANY, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1528382
Firm CRD# 112587
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Kevin Voit offer?
Todd Kevin Voit specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Todd Kevin Voit's credentials?
Todd Kevin Voit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Kevin Voit located?
Todd Kevin Voit is based in BROOKFIELD, Wisconsin, working with VOIT & COMPANY, LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Todd Kevin Voit charge for services?
Todd Kevin Voit'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 VOIT & COMPANY, LLC?
VOIT & COMPANY, LLC has approximately 1 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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