Todd Alan Juenger
Investment adviser representative at Savvy
13 yearsExperience
1 stateRegistered in
$5BFirm assets
4 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
- Seminars and workshops
Experience
13 years in the industry.
- SavvyNov 2025 to now
- Columbia Credit UnionJan 2023 to now
- LPL Financial LLCMay 2025 to Oct 2025
- Cuso Financial Services, LPJan 2023 to May 2025
- LPL Financial LLCApr 2022 to Jan 2023
- Global Retirement Partners, LLCJul 2021 to Jan 2023
- Conover Capital Management, LLCFeb 2017 to Apr 2022
- Conover Securities CorporationFeb 2017 to Apr 2022
- Cetera Advisors LLCJan 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (WA).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 2528095
- Firm CRD
- 318493