Shane Todd

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

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

Current Employers

Employment History

• 04/2017 → 06/2019
  Midwestern Securities Trading Co., Llc
  East Peoria, IL
• 04/2017 → 06/2019
  Casey State Bank
  Casey, IL
• 11/2013 → 04/2017
  Ervin Equipment
  Toledo, IL
• 06/2019 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2018-01-02 → 2019-04-02
  Midwestern Securities Trading Company, Llc
  East Peoria, IL
  East Peoria, IL
  Casey, IL
  Lawrenceville, IL
  Robinson, IL
  Marshall, IL

Other Businesses

Casey-Westfield School Board Type: Date: 04/24/23 Title: School Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Make decisions regarding the Casey-Westfield School District. City-State: Casey IL" Casey Industries Inc. Type: Date: 01/01/22 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Promote and gain economic development for the City of Casey. City-State: Casey IL"

Exams

• S66 Uniform Combined State Law Examination
  2017-11-16

Other Names

• Shane Todd
• Shane Adam Todd