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Thaddeus Norman Toal

Rcs Financial Planning, LLC

Annapolis, MD

CRD 4089665

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Employer firm

Rcs Financial Planning, LLC CRD 291678

$281M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Rcs Financial Planning, Llc

130 Admiral Cochrane Drive Suite 200, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-07-16
NC RA APPROVED 2024-08-01
TX RA APPROVED 2020-08-03
  • MD RA
    APPROVED
    Since 2025-07-16
  • NC RA
    APPROVED
    Since 2024-08-01
  • TX RA
    APPROVED
    Since 2020-08-03

Branch Locations

130 Admiral Cochrane Drive Suite 200, Annapolis, MD 21401 • 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
Rockwood Wealth Management, Llc New Hope PA 12/2008 03/2018
Rcs Financial Planning, Llc Annapolis MD 11/2017 Present
Previous Registrations
  • 2009-01-06 → 2018-05-01
    Rockwood Wealth Management, Llc
    New Hope, PA
    Annapolis, MD
  • 2004-09-10 → 2008-12-19
    Triton Wealth Management
    Annapolis, MD
  • 2002-02-22 → 2004-10-26
    Medallion Advisory Services, Llc
    Annapolis, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-08
  • S66 Uniform Combined State Law Examination
    2000-03-08
Designations
  • Certified Financial Planner
Other Names
  • Ted Toal
  • Thaddeus Norman Toal

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Robert E Saunders
DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD

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