Todd Misenheimer

Todd Misenheimer
...
Todd also holds the Accredited Investment Fiduciary (,') designation from the Center for Fiduciary Studies, which operates in Association with the University of Pittsburgh's Katz Graduate School of Business.He is a member of many leading financial services organizations, including the Financial Planning Association and the Investment Management Consultants Association.
...
Todd is a graduate of the University of North Carolina at Chapel Hill with a Bachelors of Arts in Economics.Todd is a member of the firm's Investment Policy Committee as well as the firm's Chief Compliance Officer.Todd's primary focus is on managing client relationships and business development.He is an owner/partner of Gordon Asset Management, LLC.

Todd holds his Series 7, 63 and 65 securities licenses and is a registered representative with CW Securities, LLC, an independent registered broker-dealer and member FINRA firm.He also maintains his Life, Accident & Health insurance license.He received his Executive Certificate from Duke University in Certified Financial Planning as well as his Executive Certificate from The Wharton School of Business for completing the Certified Investment Management Analyst program.

David Todd Misenheimer

David Todd Misenheimer (,) is a licensed Certified Financial PlannerÔ and Certified Investment Management Analyst (,') with over 6 years of professional experience in the financial services industry.
...
David Todd Misenheimer

David Todd Misenheimer ("Todd"), is a licensed Certified Financial Planner with over 4 years of professional experience in the financial services industry and is a member of many leading financial services organizations, including the Financial Planning Association and the Investment Management Consultants Association.