Lpl Financial Planner
Current
Nov 2021 - Present
AeroLeads people directory · profile
J. Todd Gentry Email & Phone Number
LPL Financial Planner at The Planify Group
at
The Planify Group
1 work email found
@msn.com
2 phones found area 314 and 212
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
LPL Financial Planner at The Planify Group
Location
Greater St. Louis, United States
Who is J. Todd Gentry? Overview
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Quick answer
J. Todd Gentry is listed as LPL Financial Planner at The Planify Group at The Planify Group, based in Greater St. Louis, United States. AeroLeads shows a work email signal at msn.com, phone signal with area code 314, 212, and a matched LinkedIn profile for J. Todd Gentry.
J. Todd Gentry previously worked as LPL Financial Planner at The Planify Group and Certified Financial Planner Professional at Synergy Wealth Solutions, A Massmutual Firm. J. Todd Gentry holds Bachelor Of Science (Bs), Finance, General from Missouri State University.
Company email context
Email format at The Planify Group
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jgentry@msn.com
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AeroLeads found 1 current-domain work email signal for J. Todd Gentry. Compare company email patterns before reaching out.
Profile bio
About J. Todd Gentry
My job is to help you gain financial confidence. We work to help you pursue the financial goals you and your family have established .Specialties: Planning for Families with Children and other dependents with Special Needs.Completed ChFC designation via American College, this is an additional Financial Planning credential, serve my existing families and reach out to others who need retirement planning and special needs planning.Securities and advisory services offered through LPL Financial, a registered investment advisor.Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. The Planify Group is a separate entity from LPL Financial. 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other stateFor a list of states in which I am registered to do business, please visit www.planifygroup.com.
Listed skills include Retirement Planning, Strategic Financial Planning, Disability Insurance, Retirement, and 9 others.
Current workplace
J. Todd Gentry's current company
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10 roles · 22 years
J. Todd Gentry work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner Professional
Description Comprehensive Financial Planning services & Planning for Families with People with Special Needs MassMutual acquired MetLife Premier Client Group in July after due diligence in the marketplace I as well as most of my colleagues who focus our practices around Holistic Planning to include an emphasis on Retirement Planning and Special Needs Planning made a thoughtful decision to continue our practices at MassMutual. Additionally because of the desire of both MetLife and MassMutual to continue to provide excellent client centric experience to my clients. I maintain responsibility for and access to all of my existing clients service needs and ongoing client experience.
Jul 2016 - Dec 2021
Creative Director
Jtgtra
Own and operate a Life Insurance Marketing organization that serves 60000 new households each month with education and opportunity to explore ways to protect their families. I partnership with one of the largest financial services organizations in the world we are creatively leveraging new technologies and challenging the way financial services will be delivered in the future.
2013 - Dec 2021
Certified Financial Planner Professional, Special Needs Financial Planner
Attained Certified Financial Planning certification and began developing a financial planning practice.Additional expertise in Planning for Families with Disabilities. Built planning practice around the specific needs of families like ours and develop entire team to serve families in Multi state region.Comprehensive Financial Planning services & Planning for Families with People with Special Needs
Jan 2007 - Jul 2016
Financial Services Representative, Special Needs Financial Planner
Comprehensive Financial Planning services & Planning for Families with People with Special Needs
Jan 1993 - Jul 2016
Director New Business Development
Took on a short term project in partnership with the MetLife Premier Client Group of the Midwest to develop new ways of reaching our clients. RoboAdvisory Services, Financial Educational Platform services delivered to Corporate client relationships & Fee Planning delivered as an employee benefit. Each of these projects thrive today as a function of my one year commitment In light of the DOL Fiduciary Rule are now clearly visionary.
Jan 2014 - Jan 2015
Co President Of The Board Of Directors
Down Syndrome Association Of Greater St Louis
Co -President of the Board of Directors
Dec 2005 - Aug 2013
Board Member
St Charles County Roads Board
Made recommendations to the County Board of Alderman as to how to utilize approximatly 25 million in tax revenues each year to improve arterial roads in St Charles County
2005 - 2011
~6 yrs
Certified Financial Planner Professional
Attained Certified Financial Planning designation and began developing a few based financial planning practice.Comprehensive Financial Planning services & Planning for Families with People with Special Needs
Jan 1998 - Jan 2007
Sep 1993 - Jul 1998
2 education records
J. Todd Gentry education
Bachelor Of Science (Bs), Finance, General
Cfp®, Chfc®, Cap, Casl, Finance
The American College
FAQ
Frequently asked questions about J. Todd Gentry
Quick answers generated from the profile data available on this page.
What company does J. Todd Gentry work for?
J. Todd Gentry works for The Planify Group.
What is J. Todd Gentry's role at The Planify Group?
J. Todd Gentry is listed as LPL Financial Planner at The Planify Group at The Planify Group.
What is J. Todd Gentry's email address?
AeroLeads has found 1 work email signal at @msn.com for J. Todd Gentry at The Planify Group.
What is J. Todd Gentry's phone number?
AeroLeads has found 2 phone signal(s) with area code 314, 212 for J. Todd Gentry at The Planify Group.
Where is J. Todd Gentry based?
J. Todd Gentry is based in Greater St. Louis, United States while working with The Planify Group.
What companies has J. Todd Gentry worked for?
J. Todd Gentry has worked for The Planify Group, Synergy Wealth Solutions, A Massmutual Firm, Jtgtra, Metlife, and Down Syndrome Association Of Greater St Louis.
How can I contact J. Todd Gentry?
You can use AeroLeads to view verified contact signals for J. Todd Gentry at The Planify Group, including work email, phone, and LinkedIn data when available.
What schools did J. Todd Gentry attend?
J. Todd Gentry holds Bachelor Of Science (Bs), Finance, General from Missouri State University.
What skills is J. Todd Gentry known for?
J. Todd Gentry is listed with skills including Retirement Planning, Strategic Financial Planning, Disability Insurance, Retirement, Fixed Annuities, Insurance, Long Term Care, and Personal Finance.
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