Todd M. Ingwersen

SAVIOR WEALTH

Wellesley, MA 02481

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CRD#: 2804743

Professional summary

Todd Michael Ingwersen, CFP®, CIMA® is a registered financial advisor currently at SAVIOR WEALTH located in Wellesley, Massachusetts.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Todd has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. RILEY DEVELOPMENT, INVESTMENT RELATED, BUY AND SELL REAL ESTATE, BEGAN 4/1/2005, LITTLE TIME SPENT. 2. Rental Property-Condo and parking spaces-Not investment related-Charlestown, MA-Rents a condo& 3 parking spaces-Owner-2008-1 hr/mth-0 during trading hrs-Owns the condo & 3 parking spaces, maintains them when needed & collects checks. Pays mortgage & re tax 3. Independent Insurance. Agent. 1997. 4 Hrs/Mo; 1 hr during trading hours; non-investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Ingwersen'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®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 22, 2019 - Present

SAVIOR WEALTH

Office #1: 40 Washington Street Suite 210, Wellesley, MA 02481

RIA

CRD#: 299178

Wellesley, MA

Past

October 4, 2016 - June 11, 2019

THE HARVEST GROUP

RIA

CRD#: 283572

WALTHAM, MA

Past

September 30, 2016 - March 1, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Waltham, MA

Past

December 12, 2008 - October 11, 2016

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WELLESLEY, MA

Past

December 12, 2008 - October 11, 2016

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WELLESLEY, MA

Past

July 1, 2003 - December 15, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WALTHAM, MA

Past

July 1, 2003 - December 15, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WALTHAM, MA

Past

April 22, 1997 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

WELLESLEY, MA

Past

February 28, 1997 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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".

SAVIOR WEALTH

CRD#: 299178 / SEC#: 801-114564

RIA

Registered Investment Advisory firm - (1/28/2019 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

Massachusetts
(2/22/2019)

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: 3/18/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/1997

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: 2/7/1997

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 11/21/1996

National Commodity Futures Examination

Current Firm

SAVIOR WEALTH

CRD#: 299178 / SEC#: 801-114564

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

40 Washington Street Suite 210, Wellesley, MA 02481

Mailing Address

Phone number

(617) 699-8877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (3/27/2025)

FORM ADV PART 2A, FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	352
AUM (Assets Under Management)	$ 111,547,543

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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Advisor Monitoring

Firm Stability Insights

Todd M. Ingwersen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Ingwersen's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HARVEST GROUP

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

SAVIOR WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/1997

Series 63

Date: 2/25/1997

SIE

Date: 10/1/2018

Series 7

Date: 2/7/1997

Series 3

Date: 11/21/1996

Current Firm

SAVIOR WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVIOR WEALTH

TRUST BUT VERIFY

Contact information

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