J Todd Keffury

Employer firm

Cadenza Financial Planning CRD 314193

$6.25M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PREPARATION

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

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

Current Employers

Employment History

• 09/1998 → 04/2018
  Todd Keffury
  Las Vegas, NV
• 01/2016 → 01/2017
  Ubs Financial Services Inc
  Las Vegas, NV
• 04/2018 → 03/2021
  H&H Retirement Design And Management
  Las Vegas, NV
• 03/2021 → Present
  Cadenza Financial Planning Llc
  Henderson, NV

Previous Registrations

• 2018-10-22 → 2021-03-29
  One Wealth Map, Llc
  Las Vegas, NV
• 2016-02-24 → 2017-02-10
  Ubs Financial Services Inc.
  Las Vegas, NV
• 2012-06-27 → 2015-12-03
  Waddell & Reed
  Las Vegas, NV

Other Businesses

Todd Keffury is currently a licensed insurance agent, however, he no longer sells any insurance products, and is not affiliated with any insurance companies. This activity accounts for no time during trading hours. Todd Keffury is the beneficial owner and operator of Cadenza Tax Services LLC, the associated tax preparation service of Cadenza Financial Planning. The business is not investment-related. The address of the business is 3167 Hazy Hills Avenue, Henderson, NV 89052. The start date of the relationship was 12/1/2023. The number of hours he devotes to this other business is between 10 and 30 hour per month. This activity accounts for 10% of time during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-25

Other Names

• Todd Keffury