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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Todd Petersen

My name is Todd Petersen, and I am an Investment Advisor with SmartPro Financial. I grew up in Buffalo, NY and have spent the last 17 years in Charlotte, NC. I have a beautiful wife and 4 amazing kids!! For well over a decade, I have lived and breathed Dave Ramsey’s principles.

As a financial coach that follows Dave’s core principles, I strive to make your financial journey as simplified as possible. Today, it’s easy for the financial industry to make things over-complicated; you hang up the phone to have no idea what the entire conversation was about. As your financial coach, I will listen to you every step of the way and explain every detail as we bring you one step closer to your financial goals.

Schedule your appointment today and let’s begin this journey together!

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Todd:

  • 4 Amazing Children
  • Married 14 Years
  • Series 6, 63, 65
  • Bachelors Degree in Business/Marketing
  • On Baby Steps 4, 5, and 6
  • Loves Playing Basketball with my Boys
  • Loves Playing Pool
  • Working Out
  • Knowledgeable about Nutrition
  • Favorite Team: Buffalo Bills

Locations Served


  • 704.778.8094

State Licenses


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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