ChFC

Todd Manternach

38 Years of Experience

1 DisclosureSells Insurance

Todd Manternach is a ChFC-designated registered investment advisor at Accel Wealth Management, based in Cedar Rapids, IA, with 38 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,381 clients with $1.1B in assets under management.

Accel Wealth Management

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

1,381 clients

Average Client Portfolio

$831K average

Assets Under Management

$1.1B

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	2.25%

Fees can be waived and/or negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

5500 Fountains Drive NE, Suite 201, Cedar Rapids, IA, 52411

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History

Regulatory History (1)

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Customer Dispute

December 2004

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Todd is the owner and president of Manternach & Assoc., a corporation for fixed insurance commissions, since 2002. He dedicates nearly full-time hours to retirement planning with clients and all non-securities business run through the corporation.

Employment History

Current Registrations

Accel Wealth Management

March 2019 - Present · 7 yrs 1 mo

Previous Registrations

Brokers International Financial Services, LLC.Broker

March 2019 - September 2022 · 3 yrs 6 mos

Ameritas Investment CORP

August 2007 - March 2019 · 11 yrs 7 mos

Ameritas Investment CORP.Broker

January 2003 - March 2019 · 16 yrs 2 mos

Jefferson Pilot Securities CORP

August 2002 - February 2003 · 6 mos

Jefferson Pilot Securities CorporationBroker

July 2002 - February 2003 · 7 mos

Prudential Financial Planning Services

January 1999 - July 2002 · 3 yrs 6 mos

Pruco Securities CorporationBroker

November 1987 - July 2002 · 14 yrs 8 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.