Todd Birkenholz (CRD# 4561158) is an Investment Advisor Representative working at Genex Consulting in Kirkwood, MO and has over 8 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tap Consulting, Llc Dba Genex Consulting | Kirkwood, MO | Apr 2020 - Current | 4 |
| Private Client Services, LLC | Kirkwood, MO | Apr 2020 - Current | 4 |
| Birkenholz LP | Ballwin, MO | Nov 2017 - Current | 6 |
| Various Insurance Carriers For W&r Insurance Agencies | Ballwin, MO | Sep 2015 - Apr 2020 | 4 |
| Waddell & Reed Inc. | Creve Coeur, MO | Feb 2015 - Apr 2020 | 5 |
| Missouri Mu Alumni Housing Corporation | Kirksville, MO | Jun 2004 - Jan 2016 | 11 |
| First Bank Inc. | Creve Coeur, MO | Feb 2004 - Feb 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- MO
-
Total Assets Under Management605MILLIONS
-
Total Number of Accounts2,465ACCOUNTS
-
Average Account Value$245,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, IA, IL, IN, KS, LA, MO, NC, NE, NY, OH, OK, OR, TN, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.