Todd Matthew Kirsch
Investment Adviser Representative at Marshall Investment Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Todd Matthew Kirsch is an investment adviser representative with Marshall Investment Management, LLC in Littleton, CO, where they have been registered since 2020. They have worked in the securities industry since 1993 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Geneos Wealth Management, Inc. They have passed 6 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado and Florida.
Registrations & licenses
- Investment adviser:
- Colorado, Florida
- Broker:
6 states and territories
Colorado, Florida, Iowa, Nevada, North Carolina, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Jul 2013 – May 2020Littleton, CO
- Raymond James Financial Services Advisors Inc.Jul 2013 – May 2020Littleton, CO
- LPL Financial, LLCMay 2020 – no end date reportedLittleton, CO
- Marshall Investment Management, LLCMay 2020 – no end date reportedLittleton, CO
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Marshall Investment Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Greenwood Village, CO
- SEC file number:
- 801-117304
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at Marshall Investment Management, LLC
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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 Matthew Kirsch 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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