E. Todd Marquardt, CFP®, ChFC®
Todd is the President and founder of Marquardt Wealth Management, LLC. He started his career with Merrill Lynch as a Financial Consultant in 1995 and founded Marquardt Wealth Management, LLC in 2003. With a focus on assisting his clients achieve their lifelong financial goals, Todd's firm provides investment and retirement planning, insurance services, and retirement plan analysis to individuals and small businesses.
Todd earned the degree of Bachelor of Science in Financial Planning and Counseling from Purdue University. He holds the distinguished Certified Financial Planner TM (CFP®) and Charter Financial Consultant (ChFC®) designations. He currently holds the Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser Law) registrations held at LPL Financial.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their client's needs. For more information about LPL Financial, visit www.lpl.com.
Originally from Elmhurst, Illinois, Todd has been consistently growing his business within the Chicagoland and Madison, Wisconsin areas. He and his wife Diane have been married since 2003 and have a daughter, Elle, and son, Hayes. When not spending time with his family or at the office, you'll most likely find Todd golfing or boating in the warm months and skiing in the winter.