RCU Investment & Insurance Team - Todd Kamenick
LPL Financial Advisor
Learn About Todd
LPL Financial Registered Representative Todd Kamenick is devoted to advising clients in working towards their financial goals and objectives. As a Financial Advisor, Todd works with Royal Credit Union Members, Retirees, Families and Small Businesses to develop a variety of short and long-term strategies in the areas of investments, asset management and wealth planning. Todd starts with an understanding of the client’s unique needs and situations. Through education, care and financial knowledge, he will develop a specific strategic financial plan that enables the client to pursue financial success. Todd strives on his dedication to finding the best options and solutions for each client.
Todd has a successful background in the areas of business management-manufacturing and quality assurance. With a coaching-style of management and strength in problem-solving, his passion develops from finding solutions and creating improvements. Todd has a bachelor degree from Cardinal Stritch University and a Master of Science from UW Stout in Technology Management.
For over 30 years in Eau Claire, Todd has raised his family of two sons. He has been actively involved throughout the years in coaching his son’s baseball and youth football teams, as well as involvement in his church’s leadership and youth programs. He is currently a board member of the Lake Hallie-Lake Association. He loves being with family and friends, traveling to out-of-the-way places, grilling and doing anything in the outdoors.
- FINRA Series 7 and 66 securities registrations held with LPL Financial. Life and Health Insurance licenses.
- Check the background of your financial professional on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and the RCU Investment & Insurance Team are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCU Investment & Insurance Team, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or RCU Investment & Insurance Team. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The RCU Investment & Insurance Team site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI.
Royal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/
- Retirement planning
- Setting short and long-term financial goals