Todd William Ackermann
Investment adviser representative at Stewardship Trust Advisors
24 yearsExperience
2 statesRegistered in
$294.9MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Stewardship Trust AdvisorsJun 2023 to now
- Pilgrims Capital Advisors, Inc d/b/a Stewardship Trust Advisors,Jun 2023 to now
- Stewardship Estate PlanningJul 2014 to Jun 2023
- Stewardship Advisory GroupMar 2013 to Jun 2023
- United Planners' Financial ServicesFeb 2011 to Jul 2023
- Ackerman FinancialJun 2010 to Jun 2023
- Stewardship Legacy Coaching, LLCApr 2002 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Stewardship Trust Advisors
Legal name: Pilgrims Capital Advisors, Inc.
$294.9MAssets managed
285Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2030049
- Firm CRD
- 121348