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Todd Diven

Senior Vice President, Financial Advisor

CFP®, CPA

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Todd’s Locations

100 Pierce Rd Ste 105
Itasca, IL 60143
(630) 285-0928
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About Todd

Todd has been working with small business clients and individuals since 1996. An active supporter of his community, Todd has worked with the Anderson Animal Shelter, a Chicago-area anticruelty society, for more than 10 years. Todd is an multi-winner (2017-2023) of the “FIVE STAR Wealth Manager” award.* 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.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*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 2017, 2018, 2019, 2020, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 10/01/17 for the period of 12/16/16 - 8/03/17. Awarded 10/01/18 for the period of 1/12/18 - 8/17/18. Awarded 10/01/19 for the period of 1/07/19 - 8/09/19. Awarded 10/01/20 for the period of 1/06/20 - 8/07/20. Awarded 10/01/21 for the period of 12/28/20 - 8/06/21. Awarded 10/01/22 for the period of 1/24/22 - 7/29/22. Awarded on 10/01/23 for the period of 1/09/23 - 7/31/23.

Education

  • Winona State University

Additional licenses and designations

  • Insurance License

Awards & Recognition

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2019

Five Star Wealth Manager (2019)

Five Star Professional

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 2019 FIVE STAR Wealth Managers. Awarded 11/01/19 for the period of 2/18/19 - 11/01/19.

  1. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  2. Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
  3. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  4. 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 2019 FIVE STAR Wealth Managers. Awarded 11/01/19 for the period of 2/18/19 - 11/01/19.

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Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Insights from Todd

What we’re thinking about

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Estate Planning

Understanding Probate

What happens to your estate when you die? Learn how probate works, the role of an executor, which assets bypass probate, and how to prepare your estate for a smoother transition.
Todd Diven Feb 25, 2021
Couple Walking in Vineyard with dog
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