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Tod Leighton Lenhoff

Wealth Compass Financial, Inc.

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About Tod Leighton Lenhoff

Tod Lenhoff is a financial advisor with over 20 years of experience in the industry. Tod currently works at Wealth Compass Financial, Inc., a firm based in Carlsbad, California. He is a registered Investment Advisor (IA) in California and holds a Series 6, 7, 63, and 66 licenses. Tod is also a Certified Public Accountant (CPA). Prior to joining Wealth Compass Financial, Inc., Tod worked at Madison Avenue Securities, LLC., GF Investment Services, LLC., Capital Synergy Partners, Financial West Group, and Securities America, Inc. Tod specializes in working with high-net-worth individuals and families, and provides financial planning, portfolio management, and investment advisory services.

Firm Information

Tod Lenhoff is currently registered with Wealth Compass Financial, Inc.. Wealth Compass Financial, Inc. is an independent investment advisory firm with 2 licensed agents and investment advisor representatives. They manage over $66 million in assets for 389 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers financial planning, portfolio management for individuals, and selection of other advisors.

$66.85M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tod Lenhoff’s Registration & Firm History

CA

09/27/2021 - Present

Wealth Compass Financial, Inc. (Carlsbad CA)

CA

12/08/2016 - 12/01/2017

MADISON AVENUE SECURITIES, LLC (Carlsbad CA)

CA

10/17/2014 - 12/08/2016

G.F. INVESTMENT SERVICES, LLC (Carlsbad CA)

CA

08/08/2012 - 10/17/2014

CAPITAL SYNERGY PARTNERS (VISTA CA)

CA

05/03/2001 - 08/08/2012

FINANCIAL WEST GROUP (VISTA CA)

NE

12/04/2000 - 03/04/2001

SECURITIES AMERICA, INC. (LAVISTA NE)

IA

08/02/1999 - 06/26/2000

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 01/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/30/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Tod Leighton Lenhoff. Review regulatory record here.
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