Todd J. Kelzenberg

CAPTAR PRIVATE WEALTH

St. Louis Park, MN 55426

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CRD#: 4196625

Professional summary

Todd Joseph Kelzenberg, who also goes by Todd J Kelzenberg, Todd Joseph Kelzenberg, is a registered financial advisor currently at CAPTAR PRIVATE WEALTH located in St. Louis Park, Minnesota.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd J Kelzenberg | Todd Joseph Kelzenberg

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. NAME OF OTHER BUSINESS: DEDEKER FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: MEETING WITH CLIENTS / HELPING GROW FIRM; 2. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: CAPTAR PRIVATE WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2022, POSITION/TITLE/RELATIONSHIP: OWNER/PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: Board of Directors for Minnesota State University, Mankato; INVESTMENT RELATED: NO , ADDRESS: 228 WIECKING CENTER MANKATO MN 56001, START DATE: 07/2023, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: COMMITTEE HIRES AN INVESTMENT FIRM TO MANAGE FUNDS, PROVIDING GUIDANCE BUT NOT TRANSACTING DOLLARS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Joseph Kelzenberg'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

December 1, 2023 - Present

CAPTAR PRIVATE WEALTH

Office #1: 600 Hwy 169 S Suite 720, St. Louis Park, MN 55426

RIA

CRD#: 6321

MINNEAPOLIS, MN

Past

September 14, 2001 - March 12, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

NEW BRIGHTON, MN

Past

July 17, 2000 - October 5, 2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

CAPTAR PRIVATE WEALTH

CAPTAR PRIVATE WEALTH | DEDEKER FINANCIAL, LLC | DEDEKER FINANCIAL

CRD#: 325537 / SEC#: 801-127915

RIA

Registered Investment Advisory firm - (5/3/2023 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

Minnesota
(12/1/2023)

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: 10/22/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/10/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/13/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/31/2007

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 11/20/2006

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 3/18/2006

General Securities Principal Examination

Current Firm

CAPTAR PRIVATE WEALTH

CAPTAR PRIVATE WEALTH | DEDEKER FINANCIAL, LLC | DEDEKER FINANCIAL

CRD#: 325537 / SEC#: 801-127915

RIA

Registered Investment Advisory firm - (5/3/2023 Approved)

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Contact information

Main Address

600 Hwy 169 S Suite 720, St. Louis Park, MN 55426

Mailing Address

Phone number

(612) 347-8668

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- CAPTAR PRIVATE WEALTH (3/27/2025)

Regulatory assets under management

Total Number of Accounts	346
AUM (Assets Under Management)	$ 137,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Todd J. Kelzenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Joseph Kelzenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CAPTAR PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 10/22/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/10/2001

Series 6

Date: 7/13/2000

Series 9

Date: 1/31/2007

Series 10

Date: 11/20/2006

Series 24

Date: 3/18/2006

Current Firm

CAPTAR PRIVATE WEALTH

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPTAR PRIVATE WEALTH

TRUST BUT VERIFY

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