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Todd Oetken, CFP®, CIMA®, CPWA®, ChFC®, CLU®, CWA®, CExP®

Todd Oetken, CFP®, CIMA®, CPWA®, ChFC®, CLU®, CWA®, CExP®

Vice President, PWM Financial Planner

Todd Oetken is a Vice President and Certified Financial Planner who works as a dedicated member of the Roberts Group, providing expertise on issues affecting high-net-worth clients. Todd is a graduate of the University of Kentucky and has earned his Certified Financial Planner®, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Chartered Financial Consultant®, Chartered Life Underwriter, Chartered Wealth Advisor®, and Certified Exit Planner® designations.

Before joining Hilliard Lyons, Todd served as a Wealth Advisor for BB&T Bank and a Financial Advisor for UBS Financial Services. He has also worked in his family’s business, which included hotels, office buildings, residential rental units, lumber and millwork, a concrete company, and other real estate holdings with gross revenues exceeding $100,000,000. Since exiting the family business, Todd has been instrumental in helping his family develop corporate and family governance policies. The Secretary of Treasury appointed him to the TaxPayer Advocacy Panel where he served a three-year term in an advisory capacity to the IRS. In addition, Todd has also consulted for the U.S. Military working with military families in financial planning and credit counseling. He has also worked with a Special IRS task force to enhance financial education to low- and moderate-income families.