Todd Michael Rishel

Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2000 → 07/2023
  M&T Securities, Inc.
  Buffalo, NY
• 06/2021 → 07/2023
  Lpl Financial Llc
  Mill Hall, PA
• 06/2021 → 07/2023
  Lpl Financial Llc
  Mill Hall, PA
• 07/2023 → Present
  Evergreen Wealth Solutions, Llc
  Williamsport, PA

Previous Registrations

• 2021-06-09 → 2023-07-17
  Lpl Financial Llc
  Williamsport, PA
  Pittsburgh, PA
  Mill Hall, PA
  Montoursville, PA
  Williamsport, PA
• 2013-03-12 → 2021-06-09
  M&T Securities, Inc.
  Williamsport, PA
  Williamsport, PA
  Lock Haven, PA
  Avis, PA
  Mill Hall, PA
  Williamsport, PA
  Williamsport, PA
  Mifflinburg, PA
  Milton, PA
  Claymont, DE
  Montoursville, PA
  York, PA
  Montoursville, PA
  Baltimore, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-21
• S63 Uniform Securities Agent State Law Examination
  1992-07-10

Designations

• Certified Financial Planner