TK
CFP
TK
CFP

Todd Aaron Kading

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
3,717 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$20.7B

Fee Structure

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Location

6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd is the president of Leafhouse Financial Group, LLC, Leafhouse Financial Advisors, LLC, Leafhouse Financial Services, LLC, and Leafhouse Educational Advisory Council. He also serves as the managing member of Pluto Effect, LLC, which owns 55% of the Leafhouse Fintech Fund GP LLC.

Employment History
Current Registrations
Leafhouse Financial Advisors, LLC
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
June 1998 - August 2008 · 10 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.