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Todd Alan Lensman

Fo Investments, LLC

Canton, OH

CRD 4610236

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Employer firm

Fo Investments, LLC CRD 122479

$27.8M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Fo Investments, Llc

4571 Stephen Circle, N.W. Suite 200, Canton, OH 44718 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2003-01-13
  • OH RA
    APPROVED
    Since 2003-01-13

Branch Locations

4571 Stephen Circle, Nw, Suite 200, Canton, OH 44718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fofm, Llc Canton OH 12/1998 Present
Lensman & Associates, Ltd. North Canton OH 04/2003 Present
  • 12/1998 → Present
    Fofm, Llc
    Canton, OH
  • 04/2003 → Present
    Lensman & Associates, Ltd.
    North Canton, OH
Previous Registrations
  • 2003-01-13 → 2003-12-01
    Bellen & Associates, Llc
    North Canton, OH
Other Businesses

LENSMAN & ASSOCIATES, LTD. 4571 STEPHEN CIRCLE, NW CANTON -SINCE APRIL 2003 - LAW FIRM -ATTY./OWNER - 80 HRS A MONTH. NON INVESTMENT - NO TIME SPENT DURING TRADING HRS. - FOFM LLC, 4571 STEPHEN CIRCLE, NW CANTON, FINANCIAL ADVISORY & SERVICE FIRM - SINCE 1998. PRESIDENT & OWNER, 120 HRS/MONTH OF WHICH 40 HRS DURING SECURITY TRADING HRS. RP&C INTL, INC. - 630 FIFTH AVENUE, NY HOLDING COMPANY FOR RP&C GROUP. DIRECTOR SINCE 2004. NO HRS. SPENT DURING SECURITY TRADING HRS. INVESTMENT REALTED HOLDING COMPANY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-07-17
S65 Uniform Investment Adviser Law Examination 2001-11-13
  • S63 Uniform Securities Agent State Law Examination
    2006-07-17
  • S65 Uniform Investment Adviser Law Examination
    2001-11-13

View on SEC IAPD

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