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Todd Charles Silliman

Investment Adviser Representative at FIRST NATIONAL ADVISERS, LLC

Fort Collins, COCRD #1820918Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ColoradoTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/25/2022
Series 66
Uniform Combined State Law Examination
Passed 3/9/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 8/8/1997
Series 7
General Securities Representative Examination
Passed 7/30/1997
Series 24
General Securities Principal Examination
Passed 6/5/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,500,0001.15%
$2,500,000 - $5 million1.00%
$5 million - $10 million0.85%
$10 million - $15 million0.70%
$15 million - $20 million0.60%
$20 million - $25 million0.50%
Greater than $25 million0.00%
Source

First National Advisers, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIRST NATIONAL ADVISERS, LLCCurrent
8/25/2022Fort Collins, CO
THE WAY POINT ADVISORY GROUP LLC
3/31/201612/31/2017Okoboji, IA
NORTHWEST WEALTH MANAGEMENT, LLC
4/25/20161/6/2017Spencer, IA
SII INVESTMENTS, INC.
3/10/20091/31/2013Fairmont, MN
SII INVESTMENTS, INC.
10/1/20041/18/2005Fairmont, MN
LINSCO/PRIVATE LEDGER CORP.
6/20/200110/5/2004Fairmont, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Charles Silliman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Todd Charles Silliman - Financial Advisor in Fort Collins, CO | AdvisorFinder