Shane Todd, AAMS®

Experience

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  Coaches Corner Sporting Goods

  Sept 2006 - Mar 2010

  Sales Representative

  I assisted customers in purchasing various sporting goods accessories, shoes, and equipment.

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  Pepsi MidAmerica

  Mar 2010 - Nov 2013

  Sales Representative

  Sold various Pepsi products to area businesses.

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  Ervin Equipment, Inc.

  Nov 2013 - Apr 2017

  Sales Representative

  Selling trailers and other transportation products nationwide.

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  Casey State Bank

  Apr 2017 - Jun 2019

  Financial Advisor

  Helping clients build an overall financial portfolio. I can assist clients with individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, and insurance products and services.CSB Wealth Management is a division of Casey State Bank (CSB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and CSB are not affiliated. Show less

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  Midwestern Securities Trading Company, LLC

  Apr 2017 - Jun 2019

  Investment Advisor Trainee

  Midwestern Securities Trading Company is an introducing, fully disclosed broker/dealer, registered investment advisor and insurance agency specializing in providing outstanding service to financial institutions. Community-focused banks and credit unions hire MSTC to grow their fee income while providing a needed service to their customers/members that can reduce the financial institution's customer attrition rate.Our turn-key model is appropriately labeled Grow & Protect with MSTC™, as that is what we help our partners accomplish. We help them grow their income while protecting their most valued asset, their customer/member base, from shopping at their competition. We do this by partnering with the institutions to build and manage retail investment services divisions. We recruit, train and supervise the professionals and processes that run the investment services divisions in the financial institutions so their CEOs and presidents can focus on other duties.MSTC knows there is a difference between banking with the giant regional and national banks and community financial institutions. That same difference is what makes our partners choose us over the huge broker/dealers that are publicly traded and owned by insurance companies or hedge funds.Contact us at MSTC and experience the difference!Securities, Insurance, and Investment Advisory Services are offered by Midwestern Securities Trading Company, LLC. MEMBER FINRA/SIPC Show less

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  Edward Jones

  Jun 2019 - now

  Financial Advisor

  I partner with individual investors to create tailored strategies to help them reach and maintain specific goals that we set together.