See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Todd Manternach is a seasoned financial advisor with 37+ years of experience in the financial services industry, providing strategic financial planning and wealth creation strategies to clients across three phases of retirement. He has held various roles, including Owner at Premier Advisors, LLC, and Investment Advisor at Financial Service Industry, and currently works at Accel Wealth Management, helping clients enjoy their retirement dreams through asset growth and protection.

Experience

  • Accel Wealth Management
    • Cedar Rapids, Iowa, United States
    • Investment Advisors
      • Jan 2020 - Present
      • Cedar Rapids, Iowa, United States

      We help our clients enjoy their retirement dreams by advising them on how to grow their assets and protect them from the unforseen. We create strategies for the three phases of retirement, which we refer to as the "GO-GO Phase", "SLOW-GO Phase" and the "NO-GO Phase"...

    • Financial Advisor
      • 1987 - Present
      • Cedar Rapids Iowa

      Working in the financial service industry since 1987 helping clients reach their retirement goals through Wealth Creation Strategies, Tax Reduction Stategies and Legacy Planning.Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC).Member FINRA/SIPC. A...

  • Premier Advisors, LLC.
    • Cedar Rapids, Iowa Area
    • Owner
      • Jun 2002 - Jan 2020
      • Cedar Rapids, Iowa Area

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles