Todd Bowditch

Todd Bowditch

Wealth Management Advisor

  • CFP®
  • ChFC®
  • CLU®
  • ChSNC®
FINRA BrokerCheck
  • CA License: #0L83244

3960 Hillside Dr Ste 101,
Delafield, WI 53018
262-646-6736 Visit my website

About my practice

Our team works with about 400 client families in Wisconsin and 12 other states. Our mission is to help our clients attain financial security so that they can live freely and generously. We want all of our clients to experience financial independence. We do specialize in working with small business owners, family farms and families that have individuals living with special needs.

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