BrokerCheck by FINRA
Todd J. Lerner, Financial Advisor – Todd joined the LBW team in September 2017. He began his financial planning career in 2003 at an independent financial advisory firm in Thousand Oaks. While there, he was a Portfolio Manager overseeing the investment of the firm’s $100,000,000 of assets under management. At that time, he also taught adult education classes on retirement planning at Ventura College. From 2011 to 2017, Todd operated a sole practitioner financial planning practice through Morgan Stanley, offering long term retirement and estate planning alongside custom portfolio management. While there, he was named to the Pacesetter's Club for rapidly growing his practice. As a result, he was flown around the country to speak to Morgan Stanley’s new recruits on how to successfully build a practice from the ground up. Todd takes a proactive approach in managing client assets and long term plans, and always makes himself available to his clients. CA Insurance License # 0F56252
Financial Services is a business name of Advus Financial Partners, LLC. Investment advisory services are offered through Advus Financial Partners, LLC, an SEC-registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Individuals associated with LBW Financial Services are registered representatives of United Planners Financial Services, member FINRA/SIPC; they provide securities brokerage services only through United Planners Financial Services. Advus Financial Partners, LLC, and United Planners Financial Services are separately owned entities and are not affiliated with one another. United Planners is not affiliated with LBW Financial Services, LBW Insurance and Financial Services, or Foundation Risk Partners. Individuals associated with LBW Financial Services are licensed as insurance agents and provide insurance brokerage services through Foundation Risk Partners, Corp. DBA LBW Insurance and Financial Services, which is an insurance agency CA Insurance License # 0M93299. Foundation Risk Partners, Corp., is the parent company of Advus Financial Partners, LLC.
