ChooseAFinancialAdvisor.com
Advisors / Iowa / Pleasantville
19yrs

Todd Chambers

Full name on record: Todd Eugene Chambers

Financial advisor at Osaic Wealth

Todd Chambers is a fiduciary financial advisor in Pleasantville, Iowa, with 19 years in the industry. After 16 years at Woodbury Financial Services, Todd joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

Pleasantville, IA 50225Fiduciary advisor
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At a glance

Experience19 years (since 2007)
How that compares ?More experience than 60% of advisors in Iowa
Office102 N Washington St, Pleasantville, IA 50225
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

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 66Uniform Combined State Law Examination

Career

  1. 2024 – now
    Osaic Wealth, Inc.Current firm
  2. 2007 – 2024
    Woodbury Financial Services, Inc.Previously

Questions to ask Todd

Tailored to Todd’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Todd

How do I contact Todd?

Call Osaic Wealth at 800-821-5100 and ask for Todd Chambers. Todd works from the Pleasantville, IA office.

How long has Todd been a financial advisor?

Todd has been in the industry since 2007, about 19 years. More experience than 60% of advisors in Iowa.

What licenses does Todd hold?

Series 66. Tap any license on this page to see what it allows.

Is Todd a fiduciary?

Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Todd paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.