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