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Awards

The Todd Group Named To

Forbes' Best-in-State Wealth Management Team List – 2024 | 2025

Forbes' Best-in-State Wealth Management Team Award

2024 | 2025

Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

Todd A. Haacke, CPM®, CRPC™
Managing Director/Investments

  • Forbes’ Best-in-State Wealth Management Teams – 2024, 2025
  • AdvisorHub’s Advisors to Watch – 2023, 2024

Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

Todd A. Hicks, CRPC™
Senior Vice President/Investments

  • Forbes’ Best-in-State Wealth Management Teams – 2024, 2025
  • AdvisorHub’s Advisors to Watch – 2023

Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

Jeff A. Scheper, CFP®
Senior Vice President/Investments

  • Forbes’ Best-in-State Wealth Management Teams – 2024, 2025
  • Forbes’ Best-in-State Next-Gen Wealth Advisors – 2023, 2024
  • AdvisorHub’s Advisors to Watch – 2023, 2024
  • Forbes’ Top Next-Gen Wealth Advisors – 2018

Forbes’
America’s Top Next-Gen Wealth Advisors and Best-in-State Next-Gen Wealth Advisors rankings are each based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

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