Best Investors Account Sign in
Inactive

Todd David Anderson

Summit Financial Strategies Inc

Columbus, OH

Claim This Profile
Current Employers
Summit Financial Strategies Inc

4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-04
OH RA APPROVED 2025-11-14
  • TX RA
    APPROVED
    Since 2026-08-04
  • OH RA
    APPROVED
    Since 2025-11-14

Branch Locations

4111 Worth Ave. #510, Columbus, OH 43219-3599 • 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
Summit Financial Strategies Inc. Columbus OH 09/2025 Present
Nationwide Mutual Insurance Columbus OH 11/2017 09/2025
Jpmorgan Columbus OH 04/2012 11/2017
  • 09/2025 → Present
    Summit Financial Strategies Inc.
    Columbus, OH
  • 11/2017 → 09/2025
    Nationwide Mutual Insurance
    Columbus, OH
  • 04/2012 → 11/2017
    Jpmorgan
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-05
S66 Uniform Combined State Law Examination 2005-11-15
  • S65 Uniform Investment Adviser Law Examination
    2025-11-05
  • S66 Uniform Combined State Law Examination
    2005-11-15
Other Names
  • Todd Anderson

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

More in Columbus, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor