Investment Advisor Representative

Todd Ahrenholz is a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative for SagePoint Financial, Inc.

In 2013, Todd completed the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ practitioner, the recognized standard of excellence for personal financial planning. As a CFP®, Todd has extensive knowledge of estate, tax and retirement planning, as well as investments* and the preservation of assets.

He grew up in Clara City, MN and graduated from Clara City High School. Todd has a degree in Mass Communications from North Central University. Prior to joining the firm in 2009, Todd spent five years working with group retirement plans.

Todd meets with clients regularly and is responsible for the day-to-day coordination of processes on client accounts with and is key in making sure all aspects of the plan gets executed as agreed upon. He has an in-depth knowledge of each client’s file and the status of any activities.

Todd has a Series 66 and 7 and is currently licensed in Minnesota and Iowa. He and his wife, Nici, live in Willmar with their boys, Teddy and Hank. He is a former board member of the Willmar Sertoma Club and the Foreign Missions Board at Willmar Assembly of God church.