Todd C. Moritz

WHITE TURF FINANCIAL LLC.

St Paul, MN

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CRD#: 6679055

Professional summary

Todd Christopher Moritz, CFP® is a registered financial advisor currently at WHITE TURF FINANCIAL LLC. located in St Paul, Minnesota.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Todd has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Income Management

Tax Planning

Investment Planning

Education Planning

Estate Planning

Insurance Planning

Retirement Planning

Do you have an area of expertise or specialization?

AUM

Cash Flow/Budgets/Credit Issue...

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Generation X

High Net Worth Client Needs

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.

WHITE TURF FINANCIAL LLC, Investment-Related; MINNETONKA, MN; Investment Adviser; OWNER AND CCO; �10/2018 - PRESENT; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Christopher Moritz's 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

Start date: 2018

Experience

Current

March 11, 2019 - Present

WHITE TURF FINANCIAL LLC.

RIA

CRD#: 299590

St Paul, MN

Past

November 2, 2021 - March 10, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

ST PAUL, MN

Past

June 30, 2017 - January 25, 2019

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MINNETONKA, MN

Past

June 21, 2017 - January 25, 2019

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MINNETONKA, MN

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

Colorado
(9/19/2019)

IAR

Minnesota
(3/11/2019)

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 66

Date: 6/30/2017

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: 6/21/2017

General Securities Representative Examination

Current Firm

WHITE TURF FINANCIAL LLC.

WHITE TURF FINANCIAL | WHITE TURF FINANCIAL LLC.

CRD#: 299590 / SEC#:

Colorado

Registered Investment Advisory firm - (9/19/2019 Approved)

Minnesota

Registered Investment Advisory firm - (3/11/2019 Approved)

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Contact information

Main Address

St Paul, MN

Mailing Address

Phone number

(847) 826-6070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 5,713,238

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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Todd C. Moritz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Christopher Moritz's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHITE TURF FINANCIAL LLC.

ORIGIN INVESTMENT ADVISORY LLC

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2017

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2017

Current Firm

WHITE TURF FINANCIAL LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WHITE TURF FINANCIAL LLC.

TRUST BUT VERIFY

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