Todd Kelzenberg is a registered investment advisor at Captar Private Wealth, based in St. Louis Park, MN, with 23 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 186 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Location
600 Hwy 169 S, Suite 720, St. Louis Park, MN, 55426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Todd works as a financial advisor for Dedeker Financial and AdvisorNet Financial Inc., and is an owner/partner at Captar Private Wealth, dedicating full-time hours to these endeavors. He also serves as a board member for Minnesota State University, Mankato, spending minimal time in this role.
Employment History
Current Registrations
Captar Private Wealth
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.