Todd Ahrenholz, CERTIFIED FINANCIAL PLANNER™

Todd Ahrenholz is a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative at Osaic Wealth, Inc.. Since joining J.D. Kreps Financial Group in 2009, Todd has demonstrated his expertise in personal financial planning, earning his CERTIFIED FINANCIAL PLANNER™ designation in 2013. This certification highlights his proficiency in estate, tax, and retirement planning, as well as investments and asset preservation.

Todd grew up in Clara City, MN, and graduated from Clara City High School. He holds a degree in Mass Communications from North Central University. Before joining the firm, Todd spent five years managing group retirement plans.

In his role, Todd regularly meets with clients and oversees the coordination of processes on client accounts, ensuring that all aspects of the financial plan are executed as agreed. His in-depth knowledge of each client's file and the status of activities is a key asset to the firm.

Todd holds Series 66 and 7 licenses and is currently licensed in Minnesota and Iowa.

He resides in Spicer with his wife, Nici, and their dog, Harley. They have two children, Tedd (married to Erin) and Henry. Todd is actively involved in his community, serving on his church's board of directors and previously on the boards of the Willmar Sertoma Club and Lakes Area Chamber of Commerce.