Todd J. Manternach

ACCEL WEALTH MANAGEMENT

Cedar Rapids, IA 52411

Some features on this profile are disabled

CRD#: 1750012

Professional summary

Todd Joseph Manternach, who also goes by Todd J Manternach, is a registered financial advisor currently at ACCEL WEALTH MANAGEMENT located in Cedar Rapids, Iowa.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Todd has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd J Manternach

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MANTERNACH & ASSOC.; SAME AS BRANCH; INV REL; CORPORATION FOR FIXED INSURANCE COMMISSIONS; OWNER/PRESIDENT; START DATE=06/2002; HRS/MO=120; TRADING HRS/MO=120; RETIREMENT PLANNING WITH CLIENTS AND ALL NON-SECURITIES BUSINESS RUNS THROUGH THE CORPORATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Joseph Manternach's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 26, 2019 - Present

ACCEL WEALTH MANAGEMENT

Office #1: 5500 Fountains Drive Ne Suite 201, Cedar Rapids, IA 52411

RIA

CRD#: 286201

Cedar Rapids, IA

Past

March 11, 2019 - September 21, 2022

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Cedar Rapids, IA

Past

August 17, 2007 - March 28, 2019

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

CEDAR RAPIDS, IA

Past

January 27, 2003 - March 28, 2019

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

CEDAR RAPIDS, IA

Past

August 20, 2002 - February 19, 2003

OSAIC FS, INC.

RIA

CRD#: 3870

CEDAR RAPIDS, IA

Past

July 9, 2002 - February 19, 2003

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

January 10, 1999 - July 3, 2002

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

CEDAR RAPIDS, IA

Past

November 2, 1987 - July 3, 2002

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(3/26/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/9/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/30/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

301 Oak Ridge Circle, Waverly, IA 50677

Mailing Address

Phone number

(319) 596-1101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 043025 (4/30/2025)

Regulatory assets under management

Total Number of Accounts	2,570
AUM (Assets Under Management)	$ 973,955,257

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Michael Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

Devlin Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Daniel Conklin

HUNTER STREET INVESTMENT ADVISORS LLC

IAR

Apex, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Todd J. Manternach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Joseph Manternach's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

OSAIC FS, INC.

OSAIC FS, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ACCEL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/1998

Series 63

Date: 11/6/1987

SIE

Date: 10/1/2018

Series 7

Date: 9/9/1999

Series 6

Date: 10/30/1987

Current Firm

ACCEL WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCEL WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors