“We listen, we advise, and we help people take action. Having a knowledgeable guide by your side as you tackle life's big questions makes all the difference.”
Todd Gullickson is an advisor at the Gullickson Group, the financial services firm he operates in partnership with his father, Paul, and brother, Scott. Introduced to the family business as a child, Todd decided to follow into his fathers footsteps while he was still in college. After two successive summer internships, he joined the family practice.
Over the years, Todd has developed specialty knowledge in the areas of estate planning, business succession, and wealth management. He takes the time to understand what his clients seek to accomplish. He then provides them with education and guidance on how to reach those goals.
A graduate of Luther College, Todd earned undergraduate degrees in accounting and management. He is firmly committed to continuing education, as exemplified by his pursuit of numerous industry designations, including Chartered Financial Consultant (ChFC), Masters in Financial Services (MSFS), Accredited Estate Planner (AEP), Certified Family Business Specialist (CFBS), Chartered Advisor for Senior Living (CASL), Certified in Long Term Care (CLTC), Certified Funds Specialist (CFS), and Certified Life Underwriter (CLU).
Todd is a member of the Quad City Estate Planning Council. He is active in the National Association of Insurance and Financial Advisors (NAIFA), and a Voting Representative to the Shriners Hospital for Children.
In his free time Todd enjoys golf and travel. He resides in Davenport, Iowa with his two daughters.