Todd Demoss

Todd Demoss Email and Phone Number

Managing Partner at Arvada Wealth @ Arvada Wealth
About Todd Demoss

For more than 24 years, I have served as the primary contact for clients and their families, developing and implementing integrated investment plans. I work primarily with high net-worth individuals, families, and businesses. I earned my B.S.B.A from Drake University majoring in International Business and hold Series 7, 63 and 66 registrations. Giving back to the community is important to me. I am past president of the Siouxland Community Foundation where I also served as chair of the investment committee. I live in Omaha with my wife Jane. Our three sons, Jack, Gage, and Sam are busy in their various careers in Sioux City, Chicago, and West Des Moines. We recently added a wonderful daughter-in-law, Colette, and an energetic grand-puppy to the family! This information is intended for use only by residents of: AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, and WY only. Insurance Agent in SD. Insurance products are offered through our affiliated nonbank insurance agencies./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Todd Demoss's Current Company Details
Arvada Wealth

Arvada Wealth

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Managing Partner at Arvada Wealth
Todd Demoss Work Experience Details
  • Arvada Wealth
    Managing Partner
    Arvada Wealth Sep 2023 - Present
    Omaha, Nebraska, United States
    As Managing Partner of Arvada Wealth, I have been specifically trained to work with complex financial situations for families and businesses. I coordinate and build teams of experts around my clients in order to provide highly personalized service and have numerous specialized affiliates of Wells Fargo Financial Network ready to serve.
  • Wells Fargo Advisors
    Private Wealth Financial Advisor, Managing Director - Investments
    Wells Fargo Advisors Dec 2002 - Sep 2023
    Omaha, Ne
    I joined Wells Fargo Advisors in 2002 and am currently a Private Wealth Financial Advisor, Managing Director-Investments. I served as primary contact for clients and their families, focusing on helping them develop and implement an integrated investment plan that leverages the expertise of investment management, liability management, as well as provide access to lending and banking services through affiliates.
  • Edward Jones
    Financial Advisor
    Edward Jones Dec 1997 - Dec 2002
    Sioux City, Iowa Area
    In 1997, I opened Edward Jones' first Sioux City branch. I built the business from the ground up, introducing myself personally to many in the community within the first year of my arrival in Sioux City. As one of the firm's fastest starters, I was selected to add my business philosophy to a manual given to all new Investment Representatives with the company. I was also asked to serve as a consultant to new hires with the firm and spent several weeks throughout the year in St. Louis assisting in their training.
  • Alert Manufacturing
    Sales Representative
    Alert Manufacturing May 1995 - Dec 1997
    West Des Moines, Iowa
    In 1995, I joined Alert Manufacturing, a supplier to Fortune 500 manufacturers, where my duties included working with engineers and purchasing managers at companies across the United States and Canada. I opened and serviced accounts for companies such as John Deere, Caterpillar, UHaul and Kawasaki. This experience gave me valuable insight into the inner workings of large industrial manufacturers, many of which make up key holdings in client portfolios.

Todd Demoss Skills

Retirement Planning Retirement Investments Insurance Life Insurance Fixed Income Strategies Wealth Preservation Planning 401 Planning

Todd Demoss Education Details

Frequently Asked Questions about Todd Demoss

What company does Todd Demoss work for?

Todd Demoss works for Arvada Wealth

What is Todd Demoss's role at the current company?

Todd Demoss's current role is Managing Partner at Arvada Wealth.

What is Todd Demoss's email address?

Todd Demoss's email address is te****@****aol.com

What is Todd Demoss's direct phone number?

Todd Demoss's direct phone number is +171225*****

What schools did Todd Demoss attend?

Todd Demoss attended Drake University.

What are some of Todd Demoss's interests?

Todd Demoss has interest in Exercise, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, Golfing, Fishing, Home Decoration, Cooking.

What skills is Todd Demoss known for?

Todd Demoss has skills like Retirement Planning, Retirement, Investments, Insurance, Life Insurance, Fixed Income Strategies, Wealth Preservation Planning, 401 Planning.

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