Todd Joseph Speltz

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

• 07/2023 → Present
  Edward Jones
  St Louis, MO
• 06/2013 → 07/2023
  Ag Partners
  Goodhue, MN

Other Businesses

Pleasant Country Properties LLC Farm Land Real Estate Farm Land Ownership President Start Date: 02/01/2019 Hours per week: 1 Hours during trading: 0 Farming * Pleasant Country Homes LLC Type of business: Real Estate Investing Rochester, MN Start date: 4/1/2023 President Hours per week: 1 Hours during trading: 0 Rental property

Exams

• S66 Uniform Combined State Law Examination
  2023-10-02