Tod Lenhoff (CRD# 3255143) is an Investment Advisor Representative working at Wealth Compass Financial, Inc. in Carlsbad, CA and has over 24 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Compass Financial | Carlsbad, CA | Sep 2021 - Current | 2 |
| Wealth Compass Insurance Services | Carlsbad, CA | Mar 2021 - Current | 3 |
| Tod Lenhoff | Cardiff, CA | Jan 1998 - Current | 26 |
| Ae Wealth Management, LLC | Topeka, KS | Dec 2016 - Sep 2021 | 4 |
| Lenhoff Financial Group | Vista, CA | Jul 2002 - Mar 2021 | 18 |
| Lenhoff Insurance Services | Vista, CA | Jul 2002 - Mar 2021 | 18 |
| Madison Avenue Securities, LLC | San Diego, CA | Dec 2016 - Nov 2017 | < 1 |
| Global Financial Private Capital, LLC | Sarasota, FL | Oct 2014 - Dec 2016 | 2 |
| Gf Investment Services, LLC | Sarasota, FL | Oct 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management67MILLIONS
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Total Number of Accounts389ACCOUNTS
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Average Account Value$171,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, GA
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