- During the 28 years that Todd Feltz was registered with LPL Financial, Todd was ranked among the nation’s top 1% of the firm’s approximately 14,000 advisors based on overall production.1
- In 2010 & 2013, Barron’s magazine recognized him as one of America’s Top 1,000 Financial Advisors. In 2015 they recognized him as one of America’s Top 1,200 Financial Advisors2
- In 2016 Financial Times magazine named Todd to their Top 400 Advisor list3 , and named the firm to their Top 300 Registered Investment Advisor4 lists.
- Named 2015 Financial Times Top 401 Retirement Plan Advisors’ list
1 Financial Planning offered through Feltz WealthPLAN, a Registered Investment Advisor and separate entity from Securities America, Inc.
2 Top 1,000 & Top 1,200 Advisors in America are based on assets managed, revenue, and quality of practice.
3 Top 400 Advisors based on Assets under Management (AUM), asset growth, compliance record, experience, credentials and online accessibility.
4 Top 300 Registered Investment Advisors based on minimum $300M AUM with no more than 75% institutional AUM, growth rate, years of experience, industry certifications, compliance record, and online accessibility.