Todd Paul Gullickson

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/1999 → Present
  Mml Investors Services, Llc
  Davenport, IA
• 08/1999 → Present
  Massmutual Life Insurance Co
  Davenport, IA

Other Businesses

(1) NAME: GG BENEFIT ADVISORS, INV REL: Y ADDR:2310 JERSEY RIDGE RD SUITE 100 DAVENPORT IA 52807 NATURE: LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, POSITION: SALES/OWNER, START:8/1/2004 NO HR/MO:5 NO HR/MO DUR TRADING:5 (2) NAME: TODD P GULLICKSON REVOCABLE TRUST, INV REL: Y ADDR: @ RESIDENTIAL ADDRESS ON RECORD, NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START:2/2008 NO HR/MO:1 NO HR/MO DUR TRADING:0 (3) NAME:GG DEVELOPMENT LLC, NORSE HOLDINGS LLC, INV REL: Y ADDR:2310 JERSEY RIDGE RD SUITE 500 DAVENPORT IA 52803 NATURE: REAL ESTATE POSITION: OWNER START:6/1999 NO HR/MO:10 NO HR/MO DUR TRADING:0 (4) NAME: CTS TECHNOLOGIES LLC INV REL: Y ADDR:2310 JERSEY RIDGE RD SUITE 500 DAVENPORT IA 52803 NATURE: OWNER IN BUSINESS WHERE ANOTHER PARTNER IS LOOKING AT WEBSITE BUSINESSES FOR PURCHASE AND SALE, MY ACTIVITY IS EQUITY INVOLVEMENT, POSITION: OWNER START:12/2/2019 NO HR/MO:1 NO HR/MO DUR TRADING: 0 (5) NAME: GHM TECH, LLC INV REL: N ADD: 2310 JERSEY RIDGE ROAD, SUITE 400, DAVENPORT, IA 52803 NATURE: OWNING A WEBSITE, FITNESSTIPBLOG.COM POSITION: OWNER START DATE: 01/01/2023 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: WEBSITE MANAGED BY 3RD PARTY. ADVISOR DUTIES:REVIEW RESULTS, COLLECTION AND BOOKKEEPING. (6) NAME: TST HOLDINGS, LLC INV REL: Y ADD: 2310 JERSEY RIDGE ROAD, SUITE 400, DAVENPORT, IA 52803 NATURE: OWNING REAL ESTATE AND COLLECTING DIVIDENDS FROM RENT POSITION: OWNER START DATE: 06/01/2023 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: REAL ESTATE MANAGED BY PROPERTY MANAGR. ADVISOR DUTIES REVIEW RESULTS, COLLECTION AND BOOKKEEPING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-09
• S63 Uniform Securities Agent State Law Examination
  2000-03-30

Designations

• Chartered Financial Consultant

Other Names

• Gully
• Todd Gullickson
• Todd Paul Gullickson
• Todd Paul Gullickson, Cfs Csa
• Todd Paul Gullickson
• Todd Paul Gullickson Chfc Cfs
• Todd Paul Gullickson Clu, Chfc