Advisor at The Bridge Financial Advisors
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Firm
The Bridge Financial Advisors
Location
Blythewood, SC
Credentials
ChFC®, Series 63, Series 65
Industry experience
13 years
Todd Henning is a financial advisor at The Bridge Financial Advisors with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his advisory role, he worked at BlueCross BlueShield for six years. The Bridge Financial Advisors provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach emphasizes diversification and fundamental analysis, managing both discretionary and non-discretionary accounts with a focus on mutual funds, ETFs, equities, fixed income, and options.
Based on The Bridge Financial Advisors
$0 - $100,000: 1.5% of assets $100,001 - $500,000: 0.75% of assets $500,001 - $1,000,000: 0.5% of assets $1,000,001+: negotiable
$105 per quarter
Blythewood, SC
South Carolina
BlueCross BlueShield
2016 - 2022 (6 years)
The Bridge Financial Advisors
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Columbia, SC
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CFP®, Series 65
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Series 65
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William B. Walkup & Associates, Inc.
Series 63, Series 65
Blythewood, SC
K2 Wealth Management
ChFC®, Series 63, Series 65
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K2 Wealth Management
CFA®, Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
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