Todd J. Barden
CFP®, C(k)P®

Corporate Retirement Director
Financial Wellness Director

Todd Barden is a Senior Retirement Plan Consultant and Financial Wellness Specialist and has been working closely with Plan Sponsors to help American workers retire with dignity since 1990. “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.”

Todd has earned the industry designations of Certified 401(k) Professional (C(k)P®) and Certified Financial Planner (CFP®). Todd 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 an Adjunct Lecturer for the Plan Sponsor University (TPSU) leading interactive retirement plan fiduciary and management education. Todd is a frequent national speaker on financial wellness for events hosted by National Wellness Institute (NWI), WICPA (Wisconsin Certified Public Accountants), WISHRM (Wisconsin Society of Human Resource Management), WELCOA, and Institutional Investor. Current member of National Association of Stock Plan Professionals (NASPP) leading Total Rewards Communication for publicly traded firms. Wellness is a lifestyle for Todd having competed Boston/Chicago/NYC marathons, Ironman World Championship Triathlon finisher, Biz Times Fittest CEO winner, and current professional Muay Thai kickboxer in Bangla Stadium Thailand.

Phone (414) 930-7606
Fax (844) 344-3686