Todd Demoss Email & Phone Number

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.

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.

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.

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.