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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tod? Claim Your ProfileTod 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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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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)
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
Active
Inactive
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