Todd Arnold Havemeister

Blueskye Investment Advisers, LLC

30 Years of Experience

11 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Blueskye Investment Advisers, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

62 clients

Average Client Portfolio

$700K average

Assets Under Management

$43.4M

Fee Structure

Minimum Investment:$15K

Financial Planning:Investment management only

Minimum Annual Fee:$300

Location

618 E. South St, Suite 500, Orlando, FL, 32801

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History

Regulatory History (11)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

March 2024

Final

Employment Separation After Allegations

April 2022

Judgment / Lien

February 2017

Judgment / Lien

February 2016

Judgment / Lien

June 2013

Customer Dispute

December 2012

Closed-No Action

Judgment / Lien

November 2011

Customer Dispute

May 2009

Award / Judgment

Customer Dispute

September 2002

Settled

Customer Dispute

April 2002

Pending

Customer Dispute

April 1999

Closed-No Action

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Blueskye Investment Advisers, LLC

February 2022 - Present · 4 yrs

Previous Registrations

Great Point Capital LLCBroker

August 2018 - May 2022 · 3 yrs 9 mos

J.P. Turner & Company, L.L.C.Broker

September 2010 - March 2012 · 1 yr 6 mos

Jhs Capital Advisors, INC.Broker

November 2008 - September 2010 · 1 yr 10 mos

Empire Financial Group, INC.Broker

August 2002 - November 2008 · 6 yrs 3 mos

Fsc Securities CorporationBroker

December 1999 - August 2002 · 2 yrs 8 mos

Fairchild Financial Group, INC.Broker

February 1993 - November 1999 · 6 yrs 9 mos

Corporate Securities Group, INC.Broker

July 1992 - March 1993 · 8 mos

J. W. Gant & Associates, INC.Broker

April 1989 - July 1992 · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.