Todd Barden

CFP, C(k)P, Vice President, Financial Advisor, Corporate Retirement Director

Contact Me
Todd Barden

MY MISSION STATEMENT

Assist plan sponsors to implement sound fiduciary practices, create effective employee communications and savings programs by applying behavioral finance solutions.

My Story and Services

Biography


Todd is a Corporate Retirement Director and has been working closely with Plan Sponsors to help American workers retire with dignity for over 28 years. “Helping people retire successfully is not just a job for me, but a passion. When employees are better prepared for retirement, I believe everyone wins: your company, your employees, and society.”

Experience- Todd is among a select few of Financial Advisors at Morgan Stanley to earn the Corporate Retirement Director title. His knowledge has earned him recognition throughout the retirement plan industry. He has been recognized as one of the industry “Top 401 Retirement Advisors” in the country by The Financial Times in May of 2015.

Education-Todd has earned the significant industry designations of Certified 401(k) Professional (C(K)P), and Certified Financial Planner (CFP). The C(k)P designation represents the pinnacle of achievement for professional retirement advisors. Mr. Barden received the C(k)P designation through The Retirement Advisor University (TRAU)in collaboration with UCLA Anderson School of Management’s Executive Education Program. Todd utilizes behavioral finance principles with assisting plan sponsors in their efforts to improve participant outcomes. Todd is Adjunct Lecturer for The Plan Sponsor University (TPSU) leading interactive retirement plan fiduciary and management education at Marquette University. A frequent industry speaker, Todd presented at WICPA and WISHRM state conference events last year.

Personal Interests- Todd holds the distinction of competing in the IRONMAN World Triathlon Championship in Hawaii and entering the MMA ring professionally at Bangla Boxing Stadium Phuket, Thailand.

He currently serves as Finance Officer for YPO Gold (Young Presidents Organization) Wi.

A native of Wisconsin, Todd lives in Hartland,WI with his wife and their three children. In his leisure time, he enjoys travel, coaching, golf, fishing, and martial arts.

The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015).  The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research.  The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations experience; and compliance record.  Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.

Access to Private Banking >

Services Include

  • UGMA/UTMA
  • Wealth Consulting
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Corporate Bonds
  • Corporate Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Defined Contribution Plans
  • Endowments and Foundations
  • Estate Planning Strategies
  • Executive Benefit Services
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Institutional Services
  • Life Insurance
  • Long Term Care Insurance
  • Philanthropic Services
  • Planning for Education Funding
  • Professional Portfolio Management
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Stock Option Plans
  • Stock Purchase Plans
  • Structured Settlement Annuities
  • Taft-Hartley Plans
  • Trust Accounts
  • Trust Services*

Securities Agent: AL, AZ, CA, FL, GA, MN, SC, TX, WI; General Securities Representative; Investment Advisor Representative


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 411 E Wisconsin Ave Suite 2200
  • Milwaukee, WI 53202


    Client Service Team

    Client Service Team

    Michael D. Good

    Portfolio Associate


    Michael Good is a Portfolio Associate and has been with Morgan Stanley since 2004. He utilizes his talents in managing client relationships, handling administrative duties and compiling and assessing data for client reports. He is responsible for providing investment policy oversight, monitoring, and plan sponsor fiduciary audit compliance. His registrations include Series 7 & 66. Mike is married and he and his wife have one son.

    Events

    Events


    2018 Qualified Plan Fiduciary Summit Milwaukee

    401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2018 Milwaukee Fiduciary Summit. This summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

    Topics of Discussion:

    • What Every Fiduciary Needs to Know
    • Evaluating the Reasonableness of Plan Fees
    • Ask the Experts – Local & National Professional Panel
    • Key Industry Trends Panel
    • RFP Best Practices
    • More Topics TBA

    Presented By
    Todd Barden, CFP®, C(k)P®
    Vice President, Financial Advisor
    Corporate Retirement Director

    Date
    Thursday, October 25, 2018
    10:30 a.m. – 11:00 a.m. - Registration
    11:00 a.m. – 3:00 p.m. - Presentation and Panel Discussions

    Location
    Westin Hotel Milwaukee
    550 N. Van Buren Street,
    3rd Floor – Grand Ballroom A
    Milwaukee, WI 53202

    Seating is Limited

    Click here to view full invite and to RSVP.


    CRC 2166241 7/2018

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Todd Barden today.

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