Todd Michael Ingwersen
CFP®, CIMA®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
LEGACY WEALTH MANAGEMENT ADVISORS | SAVIOR WEALTH, LLC | SAVIOR WEALTH | SAVIOR LLC | PROPHET EDGE | PENTA WEALTH MANAGEMENT LLC | PENTA WEALTH MANAGEMENT | MCLAUGHLIN FINANCIAL CONSULTING
Contact Information
Main Address
40 Washington Street Suite 210, Wellesley, MA 02481Phone Number
(888) 972-8467# of Employees
3SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
303AUM (Assets Under Management)
$140,239,469Similar Advisors
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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.
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Primary Firm SEC Registration
LEGACY WEALTH MANAGEMENT ADVISORS | SAVIOR WEALTH, LLC | SAVIOR WEALTH | SAVIOR LLC | PROPHET EDGE | PENTA WEALTH MANAGEMENT LLC | PENTA WEALTH MANAGEMENT | MCLAUGHLIN FINANCIAL CONSULTING
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Todd Michael Ingwersen's CRS (Customer Relationship Summary).
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