Todd Ahrenholz
Todd Ahrenholz is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Willmar, MN, with 17 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
309 Lakeland Drive Southeast, Unit 2, Willmar, MN, 56201
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Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Todd works full-time as an advisor at JD Kreps Financial Group, meeting with clients and making investment recommendations. He also serves as a co-successor trustee for his mother's estate, provides notary public services, and is a deacon board member at his church; he dedicates minimal time to these activities, but sometimes recommends life insurance to clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations4 states
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.