Todd Ahrenholz, financial advisor Willmar MN

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 12 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 12
J.d. Kreps Financial Group, Inc. Willmar, MN Jan 2009 - Current 12
Central Mn Christian School Prinsburg, MN Oct 2012 - Oct 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
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
    12,456
    MILLIONS
  • Total Number of Accounts
    53,729
    ACCOUNTS
  • Average Account Value
    $231,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, WY

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