Todd W. Steger
Professional summary
Todd William Steger, CFP® is a registered financial advisor currently at ACUMEN FINANCIAL ADVISORS, LLC located in Edina, Minnesota and OSAIC WEALTH, INC. located in Edina, Minnesota.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Todd has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Todd William Steger's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2013 - Present
ACUMEN FINANCIAL ADVISORS, LLC
Office #1: 3601 West 76th Street Suite 475, Edina, MN 55435September 1, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 3601 West 76th Street Suite 475, Edina, MN 55435November 13, 2024 - December 31, 2025
OSAIC WEALTH, INC.
October 31, 2005 - September 1, 2023
OSAIC SERVICES, INC.
January 18, 2000 - October 31, 2005
SUNAMERICA SECURITIES, INC.
August 31, 1995 - January 20, 2000
IDS LIFE INSURANCE COMPANY
June 12, 1995 - January 20, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
ACUMEN FINANCIAL ADVISORS, LLC
CRD#: 152748 / SEC#: 801-71042
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/1/2023)
(9/1/2023)
(6/28/2013)
(9/1/2023)
(3/24/2021)
(9/1/2023)
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(11/21/2025)
(9/1/2023)
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(10/18/2023)
(9/1/2023)
(11/12/2025)
(3/25/2025)
(3/6/2014)
(9/1/2023)
(9/1/2023)
(2/14/2025)
(9/1/2023)
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(9/1/2023)
(9/1/2023)
(9/1/2023)
(3/24/2021)
(9/1/2023)
(3/24/2021)
(9/1/2023)
(9/1/2023)
Exams
FINRA
Current Firm
ACUMEN FINANCIAL ADVISORS, LLC
CRD#: 152748 / SEC#: 801-71042
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 602 |
| AUM (Assets Under Management) | $ 403,683,142 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2024 | ||
| 12/20/2023 | ||
| 01/24/2023 |
Red Flags
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