Todd Financial Associates
We use our extensive expertise and work diligently to thoroughly understand our clients’ needs, so we can provide smart solutions and precise advice while delivering a high level of service and integrity.
We use our extensive expertise and work diligently to thoroughly understand our clients’ needs, so we can provide smart solutions and precise advice while delivering a high level of service and integrity.
Our Story
At Todd Financial Associates, we work with experienced and inexperienced investors, families, small businesses, retirees and soon- to-be retirees, and people looking to establish a plan for their future. Each client has access to all team members and the expertise each team member provides.
Our team
How we work with you
To best align your plan with what’s important to you, we can help you:
- Understand your current situation and map out your future priorities.
- Set actionable goals based upon your needs, wants and wishes.
- Move forward with confidence to get you where you want to go.
Our solutions
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2026-09-15T17:00:00
From Savings to Security: Making Your Money Last in Retirement
Tuesday, September 15 at 1:00 p.m.
Tuesday, September 15 at 8:30 p.m.
Wednesday, September 16 at 2:00 p.m.
Join us for a workshop that’s all about empowering you to live your best life—secure, flexible, and confident about your financial future. David Blanchett and Michael Finke will present a dynamic session that transforms complex financial decisions into clear, actionable strategies. You’ll discover how to turn your savings into reliable, lasting income, how to protect your lifestyle—no matter what the market does, and will gain the confidence and freedom to truly enjoy retirement.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 8562588.1
2026-09-29T17:00:00
21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings
Tuesday, September 29 at 1:00 p.m.
Tuesday, September 29 at 7:30 p.m.
If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures. 6034756.2
2026-10-13T16:30:00
Market and Economic Update
Tuesday, October 13 at 12:30 p.m
Are the current markets making you wonder how to best navigate your financial strategy?
Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.
No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 5688040.3
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
A Financial Planner's Guide to Unlocking the Power of a 529 Plan
New backpacks, new classrooms, new opportunities. 🎒📚 As a new school year begins, it’s also a great time to think about the future beyond the classroom. A 529 savings plan can help families prepare for future education goals with potential tax advantages, flexibility, and a dedicated way to save for the opportunities ahead. Small steps today can help create a brighter tomorrow. For disclosure information, see Thrivent.com/social. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing. #BackToSchool #529Plan #EducationPlanning #FinancialPlanning
August 2026 Market Update: Strong economy, higher yields
The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
Office information
Operating Hours:
M–F: 9 a.m. to 5 p.m.
Operating Hours:
M–F: 9 a.m. to 5 p.m.
Operating Hours:
M-F: 9 a.m to 5 p.m.