CPA (inactive), CFP ®, Series 7, 24 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
Todd has been working with small business clients and individuals since 1996. As Vice President,
Financial Advisor, Todd devotes his time to helping his clients focus on their plans for the future.
By leveraging the Roundtable™ team of specialists and his own tax and accounting experience, he is
able to position his clients for a more tax-efficient retirement.
An alumnus of Winona State University, Todd earned his bachelor’s degree in Accounting. He is also a 2013, 2015-2019 winner of the “FIVE STAR Wealth Manager” award, sponsored by Chicago Magazine and Five Star Professional.²
An active supporter of his community, Todd has worked with the Anderson Animal Shelter, a Chicago-area anticruelty society, for more than 10 years. He is also involved with Immanuel Lutheran Church, as well as the Kane County Forest Preserve. Todd currently resides in West Dundee with his wife, Lisa.
The Meehan Financial Advisory team is located in our Elk Grove Village, IL office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.