Todd J. Barden

Current Employers

Employment History

• 07/2016 → 05/2023
  Morgan Stanley
  Milwaukee, WI
• 09/2016 → 05/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2023 → Present
  Principal Life Insurance Company
  Wauwatosa, WI
• 06/2023 → Present
  Principal Securities Inc
  Wauwatosa, WI
• 06/2023 → Present
  Great Lakes Retirement Plan Consultants
  Wauwatosa, WI

Previous Registrations

• 2016-07-22 → 2023-03-06
  Morgan Stanley
  Milwaukee, WI
• 2011-10-13 → 2016-08-12
  Ubs Financial Services Inc.
  Brookfield, WI
  Brookfield, WI
• 2010-01-20 → 2011-10-17
  Raymond James & Associates, Inc.
  Delafield, WI
• 2001-04-16 → 2010-01-20
  Equitable Advisors, Llc
  Milwaukee, WI
  Milwaukee, WI
• 2005-01-13 → 2005-12-14
  Midwest Professional Planners, Ltd.
  Milwaukee, WI

Other Businesses

**The Plan Sponsor University (TPSU): Adjunct Lecturer. Annual lecture at Marquette University educating people about the importance of having a financial plan (since 9/22/2016). Investment related: yes, part of the lecture is about investing and how that fits in a financial plan. No products are sold. 8 hours per month during securities trading hours. 1530 W Wisconsin Ave Milwaukee, WI 53233 **FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/29/2024 ADDRESS: 10361 W Innovation Dr, Ste 300, Wauwatosa WI 53226, United States DESCRIPTION: Sales of fixed insurance products through various vendors to include fixed life, fixed annuities, di, ltc, group benefits, health, and medical.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-03
• S63 Uniform Securities Agent State Law Examination
  1991-02-08

Designations

Other Names

• Todd J Barden
• Todd James Barden
• Todd J. Barden