Todd Kross

Financial Advisor

Todd M. Kross

“My clients never the leave the office without fully understanding the investment plan we put together,” says Todd.

While Todd’s profession is that of a Financial Advisor, he also considers himself an educator.

He believes knowledge and constant learning are important aspects of preparing for a successful financial future. Todd wants all clients to have the opportunity to understand the “why” behind the strategies recommended to meet their goals. Long-term wealth accumulation is also his area of expertise.

Todd strives to instill confidence in his clients so that they know they are working with a professional who truly cares about their best interest. He does this by establishing a relationship with each client based on honesty and reliability.

Todd is licensed to sell life and annuities in seven states and holds Series 6, 63, 65 and 7 licenses. In his free time, Todd enjoys spending time with his family, camping, boating and riding his motorcycle.