Todd Demko

About Todd Demko

Second to owning your home our 401(K) savings plan is one of our largest assets. When reviewing a 401(K) investment lineup for my clients, we are handcuffed in picking from a limited number of mutual funds and paying fees that go back to the company. Many 401(K) plans now offer a NEW option that allows you to establish your own investment strategy that helps address your retirement goals. I specialize in working with clients and companies that have the following 401(K) plans at these firms- FIDELITY 401(K)- TD AMERITRADE 401(K)- JOHN HANCOCK 401(K)- VANGUARD 401(K)- PRINCIPAL 401(K)- NATIONWIDE 401(K) Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial. For a list states in which Todd is registered to do business, please visit Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. All company names noted above, and Flaharty Asset Management, LLC, are not affiliated with LPL Financial.

Experience

1. Vice President Financial Services

   Ameriprise Financial Services, LLC

   Nov 2024 — Present · Clearwater, FL, US

   Providing Education, Planning, and Advice to help clients make informed decisions.

Education

• Pepperdine University

  BS, Business Administration and Management, General

  1990 — 1994

Skills

• Wealth Management
• Annuity
• Investment Advisory
• Financial Advisory
• Financial Planning
• Fixed Annuities
• Series 63
• Asset Preservation
• Securities
• Retirement Planning
• Investments
• Banking
• Asset Allocation
• Retirement
• Risk Management
• Investment Strategies
• Alternative Investments
• 401k
• Portfolio Management
• Life Insurance
• Annuities
• Series 7
• Wealth
• Asset Management