UBS Financial Services
47yrs
Top 1% by experience in Louisville
8yrs
Todd ODaniel is a fiduciary financial advisor in Louisville, Kentucky, with 8 years in the industry. After less than a year at International Assets Investment Management and two years at Strategic Wealth Investment Group, Todd joined PNC Wealth Management in 2020, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3910 Taylorsville Road, Louisville, KY 40220
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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.
Career
- 2020 – nowPNC Wealth Management LLCCurrent firm
- Feb 2020 – Jul 2020
- Aug 2018 – Feb 2020Strategic Wealth Investment Group, LLCPreviously
Contact Todd
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for Todd. 3910 Taylorsville RoadLouisville, KY 40220Office · Get directions LinkedIn pagePNC Wealth Management
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Todd
How do I contact Todd?
Call PNC Wealth Management at (800) 762-6111 and ask for Todd ODaniel. Todd works from the Louisville, KY office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Todd hold?
Series 63, Series 65. 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?
PNC Wealth Management reports being paid by a percentage of the assets they manage. 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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