Todd W. Ackermann

STEWARDSHIP TRUST ADVISORS

Grandville, MI 49418

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CRD#: 2030049

Professional summary

Todd William Ackermann, who also goes by Todd W Ackermann, is a registered financial advisor currently at STEWARDSHIP TRUST ADVISORS located in Grandville, Michigan.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Todd has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd W Ackermann

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.

1.) PILGRIMS CAPITAL ADVISORS, INC D/B/A STEWARDSHIP TRUST ADVISORS, INC - INVESTMENT ADVISORY REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - GRANDVILLE, MI - SINCE 06/2023 - INVESTMENT RELATED 2.) Todd Ackermann is a licensed insurance agent appointed with various insurance companies and offers insurance to clients - Mr. Ackermann's insurance activities are not investment related - Grandville, MI - since 07/2023 - Mr. Ackermann's insurance activities account for approximately 20 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd William Ackermann'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

June 28, 2023 - Present

STEWARDSHIP TRUST ADVISORS

Office #1: 3411 Wilson Avenue Sw, Grandville, MI 49418

RIA

CRD#: 121348

Grandville, MI

Past

March 27, 2013 - July 31, 2023

STEWARDSHIP ADVISORY GROUP, LLC

RIA

CRD#: 165710

BYRON CENTER, MI

Past

March 2, 2011 - October 3, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

GRAND RAPIDS, MI

Past

February 25, 2011 - August 10, 2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

GRAND RAPIDS, MI

Past

February 17, 2011 - March 8, 2011

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

July 9, 2010 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

GRAND RAPIDS, MI

Past

June 23, 2010 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

GRAND RAPIDS, MI

Past

January 23, 2001 - June 28, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GRAND RAPIDS, MI

Past

January 20, 1995 - June 28, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GRAND RAPIDS, MI

Past

February 1, 1990 - February 7, 1995

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

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".

STEWARDSHIP TRUST ADVISORS

CRD#: 121348 / SEC#: 801-129119

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/28/2002 Approved)

Texas

Registered Investment Advisory firm - (12/7/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(6/28/2023)

IAR

Texas
(11/28/2023)

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 66

Date: 8/17/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/15/1990

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: 3/24/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/31/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STEWARDSHIP TRUST ADVISORS

CRD#: 121348 / SEC#: 801-129119

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/28/2002 Approved)

Texas

Registered Investment Advisory firm - (12/7/2010 Terminated)

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Contact information

Main Address

3411 Wilson Avenue Sw, Grandville, MI 49418

Mailing Address

3411 Wilson Avenue Sw, Grandville, MI 49418

Phone number

(616) 878-4200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - STEWARDSHIP TRUST ADVISORS 27MAR25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	987
AUM (Assets Under Management)	$ 245,377,000

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.

Contact information

xxxxx@xxxx.xxx

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Todd W. Ackermann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd William Ackermann's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARDSHIP ADVISORY GROUP, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CAPITAL BROKERAGE CORPORATION

Primary Firm SEC Registration

STEWARDSHIP TRUST ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2006

Series 63

Date: 3/15/1990

SIE

Date: 10/1/2018

Series 7

Date: 3/24/1995

Series 6

Date: 1/31/1990

Current Firm

STEWARDSHIP TRUST ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP TRUST ADVISORS

TRUST BUT VERIFY

Contact information

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