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TJ

Todd A. Juenger

SAVVY
Vancouver, WA
Some features on this profile are disabled
CRD#: 2528095
TJ

Professional summary

Todd Alan Juenger, who also goes by Todd A Juenger, is a registered financial advisor currently at SAVVY located in Vancouver, Washington.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Todd has worked at 16 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 A Juenger

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Alan Juenger'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

January 6, 2026 - Present

SAVVY

RIA
CRD#: 318493
Vancouver, WA
Past

May 15, 2025 - October 9, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
VANCOUVER, WA
Past

May 15, 2025 - October 9, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
VANCOUVER, WA
Past

January 5, 2023 - May 15, 2025

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Vancouver, WA
Past

January 5, 2023 - May 15, 2025

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Vancouver, WA
Past

April 21, 2022 - January 20, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
VANCOUVER, WA
Past

July 9, 2021 - January 9, 2023

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Vancouver, WA
Past

March 23, 2018 - May 20, 2022

CONOVER CAPITAL MANAGEMENT

RIA
CRD#: 118393
BELLEVUE, WA
Past

February 13, 2017 - May 20, 2022

CONOVER SECURITIES CORPORATION

RIA
CRD#: 17129
VANCOUVER, WA
Past

February 10, 2017 - May 20, 2022

CONOVER SECURITIES CORPORATION

BD
CRD#: 17129
VANCOUVER, WA
Past

February 9, 2017 - December 31, 2017

CONOVER CAPITAL MANAGEMENT

RIA
CRD#: 118393
BELLEVUE, WA
Past

February 28, 2012 - February 8, 2017

CETERA ADVISORS LLC

RIA
CRD#: 10299
VANCOUVER, WA
Past

February 28, 2012 - February 8, 2017

CETERA ADVISORS LLC

BD
CRD#: 10299
VANCOUVER, WA
Past

June 11, 2009 - February 28, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA
CRD#: 108728
RENTON, WA
Past

August 4, 2008 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
VANCOUVER, WA
Past

July 27, 2006 - July 18, 2008

RIVERSOURCE DISTRIBUTORS, INC.

BD
CRD#: 139135
MINNEAPOLIS, MN
Past

June 19, 2003 - November 14, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 19, 2003 - November 14, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

January 17, 2001 - June 19, 2003

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

June 3, 1997 - November 6, 2000

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

August 23, 1994 - May 27, 1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

August 23, 1994 - May 27, 1997

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 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
Washington
(1/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/9/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/11/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/22/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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.

Company Information

SAVVY

CRD#: 318493Vancouver, WA

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