Todd Carlton O'FLanagan

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → Present
  Banc Mutual
  Brookfield, WI
• 10/2014 → 03/2018
  Lpl Financial Llc
  Spooner, WI
• 03/2018 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2015-03-11 → 2018-03-12
  Lpl Financial Llc
  Spooner, WI
  Spooner, WI
  San Diego, CA
  St. Croix Falls, WI
  Hayward, WI
  Bloomer, WI
  Stanley, WI
  Rice Lake, WI

Other Businesses

1.Mountain Ridge Financial, DBA, OWNER, Investment related, 1-20% time spent on activity during securities hrs. 2. Unshakable Foundation For Us, 01/01/2023, Board Member, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-10
• S63 Uniform Securities Agent State Law Examination
  2003-09-08

Other Names

• Todd Carlton Erickson
• Todd Carlton Oflanagan
• Todd C Oflanagan