Wells Fargo Advisors
47yrs
Top advisor by experience in Conshohocken
34yrs
Todd Ockovic is a financial advisor in Conshohocken, Pennsylvania, with 34 years in the industry. Todd joined Hornor, Townsend & Kent in 2015, after seven years at MSI Financial Services. Hornor, Townsend & Kent offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience34 years (since 1992)
How that compares ?Top 10% by experience nationwide
Office161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$294,061
Advisors at the firm465
States licensed ?2 states
Services through Hornor, Townsend & Kent
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2015 – nowHornor, Townsend & Kent, LLCCurrent firm
- 2007 – 2015MSI Financial Services, Inc.Previously
Contact Todd
(215) 957-7300Hornor, Townsend & Kent main office 161 Washington Street Floor 11, Suite 1111Conshohocken, PA 19428Office · Get directions Firm websitewww.htk.com
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Todd
How do I contact Todd?
Call Hornor, Townsend & Kent at (215) 957-7300 and ask for Todd Ockovic. Todd works from the Conshohocken, PA office.
How long has Todd been a financial advisor?
Todd has been in the industry since 1992, about 34 years. Top 10% by experience nationwide.
What licenses does Todd hold?
Series 63. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Todd paid?
Hornor, Townsend & Kent reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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