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Our financial advice team


Todd G Lucius

Todd G Lucius

MBA, APMA®

Branch Manager

Financial Advisor
The Burton Lucius Financial Consulting Group
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Investments

Interests

  • Golf
  • Crossfit
  • Running

Community participation

Volunteering for Upward Sports: Youth Sports Programs & Kids Sports Leagues

Teaching Macroeconomics at Sinclair Community College in Dayton, Ohio.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • MBA, Master of Business Administration

Education

  • Capella University, MBA, 2012
  • Capella University, Bachelor of Science- Business Administration, 2010

Professional associations

  • Teaching Macroeconomics at Sinclair Community College in Day

Previous experience

  • Thrivent Financial, Financial Representative, 2012-2017
  • Merrill Lynch, Financial Advisor, 2011
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