Todd David Anderson
Investment Adviser Representative at SUMMIT FINANCIAL STRATEGIES INC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Todd David Anderson has worked in the securities industry since 2022. They are registered to provide investment advisory services in Ohio.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.75% |
| $1,000,001 to $2,000,000 | 0.65% |
| $2,000,001 to $3,000,000 | 0.55% |
| $3,000,001 to $4,000,000 | 0.45% |
| $4,000,001 to $5,000,000 | 0.35% |
| $5,000,001 to $10,000,000 | 0.25% |
| $10,000,001+ | 0.15% |
Summit Financial Strategies Inc Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at SUMMIT FINANCIAL STRATEGIES INC
Showing 12 of 20 in the directory
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 David Anderson 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.