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Todd R. Herrenbruck
Todd R. Herrenbruck
Financial Advisor
411 East Wisconsin Avenue
22nd Floor
Milwaukee, WI 53202
tel: 414-226-3106
toll free: 800-558-7505
fax: 414-226-3081
Email Me
Welcome Associations Education Experience Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Member of South Shore Yacht Club
Education and Licensing
  • BA - Business
    Lakeland College
    Sheboygan, WI
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Milwaukee, WI
  • JP Morgan Chase
    Account Executive
    Milwaukee, WI
  • Wells Fargo
    Account Executive
    Milwaukee, WI
Services
  • Asset Management
  • Alternative Investments
  • Fixed Income
  • Retirement Planning
  • Education Planning
  • 401k Rollovers
  • Certificates of Deposit
  • Annuities
  • Precious Metals
  • Financial Planning
  • Qualified Retirement Plans
  • Municipal Bonds
  • Structured Products
Bulletin Board
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
Todd R. Herrenbruck is licensed in the following state(s): IN, VA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

100 Point Commentary (pdf)

Equity Market Weekly (pdf)
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