Todd Mathison CFP®

Investment Advisor Representative
952-896-2005

Todd brings over a decade of experience within the financial services industry to his role at OneGroup Wealth Partners. With a robust background in servicing corporate 401(k) plans, he specializes in retirement accumulation and distribution planning, as well as asset allocation and investment selection/monitoring. 

In collaboration with a client’s team of tax and legal professionals, Todd provides robust yet understandable strategies for clients to achieve their desired financial objectives. 

Areas of Expertise: 

Investment Management I Asset Allocation Strategies I Retirement Distribution Planning I Corporate Retirement Plans 

Education: 

BA in Mathematics with a Concentration in Statistics, St. Olaf College 2009

ADV Part 2B