Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd William Steger is a financial advisor at Osaic Wealth, Inc. and Acumen Financial Advisors, LLC, and has been in the industry since 1995. Todd is registered with the following states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, New York, Ohio, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Todd provides financial planning, pension consulting, and portfolio management services. Todd specializes in working with individuals, businesses, and retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MN
11/13/2024 - Present
Osaic Wealth, Inc. (EDINA MN)
MN
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (EDINA MN)
AZ
01/18/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
08/31/1995 - 01/20/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/12/1995 - 01/20/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 02/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Steger is the right advisor for you? Invested Better is here to help.
