Morgan Stanley
41yrs
Top advisor by experience in Thousand Oaks
8yrs
Todd Augustine
Financial advisor at Ameriprise Financial Services
Todd Augustine is a fiduciary financial advisor in Thousand Oaks, California, with 8 years in the industry. Todd joined Ameriprise Financial Services in 2024, after a year at LPL Financial and five years at Edward Jones. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 140 advisors with offices in Thousand Oaks, and one of 122 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office550 N Moorpark Rd, Thousand Oaks, CA 91360
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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
- Oct 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- Dec 2023 – Oct 2024LPL Financial LLCPreviously
- 2018 – 2023Edward JonesPreviously
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?
- 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
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About Todd
How do I contact Todd?
Call Ameriprise Financial Services at 612-671-3131 and ask for Todd Augustine. Todd works from the Thousand Oaks, CA 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 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?
Ameriprise Financial Services 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.
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