Todd C. Terhorst
Diversified Wealth Management
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: President and Managing Partner
Offering advice since: 1993
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Todd C. Terhorst:
Todd is the Founder, President and Managing Partner of Diversified Wealth Management. The firm was established in 2002 with a focus on offering unbiased, independent advice and planning. With 15 years of experience in the financial planning industry, Todd works primarily with individuals and small business owners with a focus on comprehensive planning and investment advisory services.
Todd's professional designations: CFP, CLU, ChFC, AAMS, CRPC, CEA, CFEd, AWMA President and Managing Partner
Todd enjoys spending time with his family (wife and three children), playing golf and traveling.
Compensation and Fee Structures:
Fee-only advisory services
Fee-based investment advisory services (Call for details)
Licenses, Certifications & Affiliations:
CFP(tm) - CERTIFIED FINANCIAL PLANNER(tm) Professional A designation issued by an independent board for financial planning. The CFP is widely considered to be a very prestigious and important designation in the industry for advisors who offer comprehensive planning services.
ChFC - Chartered Financial Consultant An advanced designation offered through the "American College" that concentrates on financial planning for small businesses.
AAMS - Accredited Asset Management Specialist An advanced program offered through the "College for Financial Planning" that concentrates on asset management and asset allocation.
CLU - Chartered Life Underwriter An advanced designation offered through the "American College" that concentrates on insurance analysis and estate planning.
CRPC - Chartered Retirement Planning Counselor An advanced designation offered by the "College for Financial Planning" focusing on retirement planning for individuals and small businesses.
CEA - Certified Estate Advisor A specialty designation issued through the "National Association of Financial and Estate Planning" (NAFEP) dealing with advanced estate planning techniques.
CFE - Certified Financial Educator A specialty designation issued through the "Heartland Institute of Financial Education" (HIFE) dealing with college level "work place" and corporate financial education.
AWMA - Accredited Wealth Management Advisor An advanced program offered through the "College for Financial Planning" that concentrates on comprehensive wealth management issues.
Series 6 NASD - License for mutual funds and variable insurance / annuities
Series 7 NASD - License for general securities (stocks, bonds, mutual funds)
Series 63 NASAA - License for federal and state securities regulations
Series 65 NASAA - License for investment advisory business & fee based financial planning
Series 24 NASD - License for General Securities Principal (supervision of other advisors)
Department of Commerce general insurance license for traditional (term, whole life, universal life and variable life), annuities, health, long-term care, disability, and group insurance.
University of St Thomas in St Paul, MN. Graduated in 1993.
Will provide references upon request?
Further information about Diversified Wealth Management:
(Size of firm: 0-9 advisors)
We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals.
We offer a vast array of financial services to assist both our Individual and small business clients.
Because every client is unique, we offer independent advisory services. Because we're independent, we start each relationship with "real" financial planning and focus on unbiased solutions first.
Please email us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
Contact Information for Todd C. Terhorst
Phone: (612) 435-0035
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Fax: (612) 435-0030
Address for Todd C. Terhorst:
4501 Minnetonka Blvd.
Minneapolis, MN, 55416
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