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Allied Wealth Partners

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Allied Wealth Partners

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  2. Todd Schroeder

Todd Schroeder

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Todd Schroeder
Financial Advisor
Phone: 
(973) 917-2905
Mobile: 
(973) 699-8106
Fax: 
(973) 299-9227
E-mail: 
tschroeder@alliedwealthpartners.com

Education:
James Madison University

Bachelor of Business Administration

Registrations and Licenses:

FINRA Series 7 and 66

NJ, FL, GA, PA, CT Life & Health, Property & Casualty 

Todd Schroeder joined Allied Wealth Partners in June 2017. Todd’s previous experience in business and sales combined with his involvement as a college athlete and high school wrestling coach, are all factors that contribute to his success at Allied Wealth Partners.

Todd’s practice primarily focuses on working with families and small businesses. He takes the time to create tailored, personalized solutions to best suite their individual needs. His overall objective is to provide them with the support they need to meet their goals of financial security.  

Todd is the Wayne Valley High School Head Coach, where he led his team to their only two ever State Sectional Championships. He has also been honored as “Coach of the Year” from 2013-2019.

Todd received his bachelor's degree from James Madison University. He holds his Life, Health, Property and Casualty Insurance License and FINRA Series 7 and 66 registrations. Todd resides in Pompton Plains, New Jersey and enjoys fishing and golf.

Todd Schroeder is a registered representative and investment advisor representative of Securian Financial Services, Inc. 

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14 Walsh Drive Suite 100 Parsippany, New Jersey, 07054, United States
  •  moconnor@alliedwealthpartners.com

Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3055307 DOFU 08-2020

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 

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