Todd AhrenholzCRD Number: 5603346
Current Firm: Sagepoint Financial, Inc.
Todd Ahrenholz (CRD# 5603346) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Willmar, MN and has over 8 years of experience in the finance industry. Todd Ahrenholz 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.
Sutterfield Financial Group, Inc.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
|Sagepoint Financial, Inc.||Marquette, MI||Jan 2009 - Current||8|
|J.d. Kreps Financial Group, Inc.||Willmar, MN||Jan 2009 - Current||8|
|Central Mn Christian School||Prinsburg, MN||Oct 2012 - Oct 2014||2|
|Aig Financial Advisors||Marquette, MI||Nov 2008 - Jan 2009||< 1|
|Christian Labor Association||Willmar, MN||Aug 2003 - Jan 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops