Advisor at Wabash Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wabash Capital, Inc.
Location
Terre Hute, IN 47803
Credentials
CFA®
Industry experience
27 years
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.25%
$150.00 per hour for special projects.
Account minimum: No minimum (except for 401(k) plans which may have a minimum annual fee if assets are less than $1 million) Fee-only: Fee only investment adviser, no commissions or revenue from securities transactions.
Wabash Capital, Inc.
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Terre Haute, IN
Merrill
Todd Dorman is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Terre Haute, Indiana. He has been serving clients in the financial services industry since 1986, with a tenure at Merrill Lynch starting in 1999 where he played a key role in opening the Terre Haute office. Todd has also held the position of Resident Director of this office for ten years. Throughout his career, Todd has focused on areas including college education planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. He develops cash flow strategies and customized wealth management solutions tailored to clients’ risk tolerance, time horizon, liquidity requirements, investment goals, and associated costs. Todd holds the Personal Investment Advisor (PIA) designation. Todd graduated from Indiana State University with an associate’s degree in Business Management and played varsity tennis there for four years. Prior to his financial advisory career, he worked as a tennis teaching professional. He is involved in the community as an assistant varsity tennis coach at Terre Haute South High School. Todd resides in Terre Haute with his wife, Patty, and they have five daughters and one son. His personal interests include baseball, hiking, tennis, volleyball, and spending time with his family.
Series 66
Terre Haute, IN
Edward Jones
Series 66
Terre Haute, IN
Edward Jones
CFP®, Series 66
Terre Haute, IN
Edward Jones
Series 66
Terre Haute, IN
Edward Jones
Series 66
Terre Haute, IN
Edward Jones
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