Todd Ingwersen (CRD# 2804743) is an Investment Advisor Representative working at Savior Wealth in Wellesley, MA and has over 27 years of experience in the finance industry. Todd Ingwersen 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savior Wealth, LLC | Waltham, MA | Sep 2018 - Current | 5 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Sep 2016 - Mar 2021 | 4 |
| The Harvest Group Wealth Management, LLC | Waltham, MA | Sep 2016 - Mar 2019 | 2 |
| Ubs Financial Services Inc. | Wellesley, MA | Dec 2008 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- MA
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Total Assets Under Management102MILLIONS
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Total Number of Accounts307ACCOUNTS
-
Average Account Value$330,671
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, FL, MA, NH, RI
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