Todd
Ackermann
Stewardship Advisory Group, LLC
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About this Advisor
Todd Ackermann is a financial advisor based out of Byron Center, Michigan with a total of 10 years of industry experience. Ackermann is on the advisory team at Stewardship Advisory Group, LLC. Their career trajectory has included roles at United Planners' Financial Services, Ackerman Financial, Stewardship Advisory Group, Stewardship Estate Planning and Stewardship Legacy Coaching, LLC. Ackermann has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in Colorado, Florida, Michigan, Texas and Washington. Stewardship Advisory Group, LLC is an advisory company that has its headquarters in Clermont, FL. It has offices in seven locations and a total of 30 employees. It manages $329 million in assets under management across its 927 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 927 client accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. Stewardship Advisory Group, LLC provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the services provided. However, fees charged by Stewardship Advisory Group, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stewardship Advisory Group, LLC Brokerage Details
$328,472,000
30
927
$354,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Todd Ackermann Work History
Todd has been registered as a financial advisor for 10 years.*
Stewardship Estate Planning
Stewardship Advisory Group
United Planners' Financial Services
Ackerman Financial
Stewardship Legacy Coaching, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Ackermann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stewardship Advisory Group, LLC
Byron Center, MI
Clermont, FL
Clermont, FL
Mansfield, TX
Clermont, FL
Evergreen, CO
Clermont, FL
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
