Todd Tarantino, financial advisor Grand Blanc MI

Todd Tarantino

CRD Number: 2189943
Current Firm: Acorn Wealth Advisors, LLC
Compensation Model: Fee Only

Todd Tarantino is a Registered Investment Advisor and Co-Founder of Acorn Wealth Advisors, LLC in Grand Blanc, MI and has over 24 years of experience in the finance industry. Todd Tarantino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2014 - Current 6
Acorn Wealth Advisors Grand Blanc, MI May 2014 - Current 6
Ameriprise Financial Services Inc. Grand Blanc, MI Aug 1990 - Apr 2014 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
Contact Info for Todd P. Tarantino
Phone Number: 810-953-4444
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    1,550
    ACCOUNTS
  • Average Account Value
    $204,781
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, LA, MI, NH, TX

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