Todd Ahrenholz, financial advisor Willmar MN
96 score

Todd Ahrenholz

CRD 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 7 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.

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Professional Designations
Company Name Location Dates Years
Sagepoint Financial, Inc. Marquette, MI Jan 2009 - Current 7
J.d. Kreps Financial Group, Inc. Willmar, MN Jan 2009 - Current 7
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
Contact Info for Todd W. Ahrenholz
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • IA
  • MN
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
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
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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