Todd Schroeder

Investment Adviser Representative

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Todd Schroeder

Todd Schroeder joined Columbia Financial Services in 2021. Todd’s previous experience as an independent Investment Adviser Representative combined with his involvement as a college athlete and high school wrestling coach, are all factors that contribute to his success at Columbia Financial Services. Todd’s practice primarily focuses on working with families and businesses. He takes the time to create tailored, personalized plans to best suit their individual needs. His overall objective is to provide them with the support they need to meet their goals of financial security. Todd received his bachelor's degree from James Madison University. He holds his Life, Health, Property, and Casualty Insurance License and FINRA Series 7 and 66. Todd resides in Pompton Plains, New Jersey with his wife and son.

Check the background of this investment professional on FINRA’s BrokerCheck.

CRD #: 6700667

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Important Note About Securities and Insurance Products

Cetera Investment Services registered office located at: 14-01 River Road Fair Lawn NJ  07410 800-624-0999

Columbia Financial Services is a marketing name of Cetera Investment Services.  Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments: • Are not FDIC insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency.

**Consult your legal counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services, nor any of its representatives may give legal advice.

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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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