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TODD Matthew PERTTULA
TODD MATTHEW PERTTULA, TODD PERTTULA
CRD#: 2419901
IA
Investment Adviser
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Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 43251 Crescent Blvd
Novi, MI 48375
Registration History
19952000200520102015202020252 FIRMS2013 - 2014 (1 year)2 FIRMS2014 - 2016 (1 year)2 FIRMS2016 - 2020 (4 years)2 FIRMS2022 - Present (2 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2014 - 2014 (<1 year)BSUNAMERICA CAPITAL SERVICES, INC. (CRD# 13158)2013 - 2013 (<1 year)BOHIO NATIONAL EQUITIES, INC. (CRD# 41081)2007 - 2013 (5 years)BALLSTATE FINANCIAL SERVICES, LLC (CRD# 18272)2007 - 2007 (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2001 - 2007 (6 years)BTD WATERHOUSE INVESTOR SERVICE... (CRD# 7870)1994 - 2001 (6 years)BOLDE DISCOUNT CORPORATION (CRD# 5979)1994 - 1994 (<1 year)IAAE WEALTH MANAGEMENT, LLC (CRD# 282580)2022 - 2022 (<1 year)
License(s)

State Registrations

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Colorado 3/7/2023

B
New York 6/25/2024

B
Florida 3/7/2023

B
North Carolina 6/21/2023

B
Illinois 9/17/2024

B
Ohio 3/8/2023

B
Michigan 6/24/2022

B
Tennessee 9/17/2024

IA
Michigan 6/24/2022

B
Texas 3/26/2024

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
43251 Crescent Blvd, Novi, MI 48375
Registered with this firm since 6/24/2022

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CHARLES SCHWAB & CO., INC. (CRD#:5393)
43251 Crescent Blvd, Novi, MI 48375
Registered with this firm since 6/24/2022

Previous Registration(s)
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01/14/2022 - 03/31/2022 AE WEALTH MANAGEMENT, LLC (CRD#:282580) Plymouth,, MI
IA
10/04/2016 - 11/05/2020 ADVICE AND PLANNING SERVICES (CRD#:20472) Novi, MI
B
10/04/2016 - 11/05/2020 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) Novi, MI
IA
09/09/2014 - 08/31/2016 J.P. MORGAN SECURITIES LLC (CRD#:79) BRIGHTON, MI
B
09/09/2014 - 08/31/2016 J.P. MORGAN SECURITIES LLC (CRD#:79) BRIGHTON, MI
B
08/19/2014 - 08/26/2014 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) FARMINGTON, MI
IA
09/23/2013 - 08/18/2014 CHARLES SCHWAB & CO., INC. (CRD#:5393) ANN ARBOR, MI
B
08/21/2013 - 08/18/2014 CHARLES SCHWAB & CO., INC. (CRD#:5393) ANN ARBOR, MI
B
01/07/2013 - 07/18/2013 SUNAMERICA CAPITAL SERVICES, INC. (CRD#:13158) JERSEY CITY, NJ
B
12/05/2007 - 01/08/2013 OHIO NATIONAL EQUITIES, INC. (CRD#:41081) CINCINNATI, OH
B
04/13/2007 - 07/13/2007 ALLSTATE FINANCIAL SERVICES, LLC (CRD#:18272) DEARBORN, MI
B
03/21/2001 - 03/12/2007 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) NOVI, MI
B
11/11/1994 - 02/15/2001 TD WATERHOUSE INVESTOR SERVICES, INC. (CRD#:7870) OMAHA, NE
B
06/10/1994 - 09/29/1994 OLDE DISCOUNT CORPORATION (CRD#:5979) DETROIT, MI
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Broker
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Disclosures
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