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Todd Daniel Lyon

Mcf Advisors, LLC

Cincinnati, OH

Lexington, KY

CRD 4813137

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Employer firm

Mcf Advisors, LLC CRD 130372

$4.68B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Mcf Advisors, Llc

333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-26
  • OH RA
    APPROVED
    Since 2026-04-26

Branch Locations

8370 E Kemper Rd, Cincinnati, OH 45249 • United States

333 West Vine Street 12Th Floor, Lexington, KY 40507 • 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
Wealth Planning Corporation Cincinnati OH 03/2011 02/2026
Mcf Advisors Llc Cincinnati OH 02/2026 Present
  • 03/2011 → 02/2026
    Wealth Planning Corporation
    Cincinnati, OH
  • 02/2026 → Present
    Mcf Advisors Llc
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-07-09
  • S63 Uniform Securities Agent State Law Examination
    2004-07-09
Designations
  • Certified Financial Planner
Other Names
  • Todd Daniel Lyon

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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