Todd Kelzenberg
Investment adviser representative at Captar Private Wealth
13 yearsExperience
1 stateRegistered in
$165.5MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Captar Private WealthDec 2022 to now
- Cetera Advisor NetworksSep 2022 to now
- Dedeker Financial, LLCSep 2022 to now
- UnemployedMay 2022 to Sep 2022
- Ameriprise Financial Services, LLCFeb 2022 to May 2022
- UnemployedNov 2021 to Feb 2022
- Thrivent Investment Management IncNov 2017 to Nov 2021
- Thrivent FinancialSep 2017 to Nov 2021
- Rosholt Financial AdvisorsJan 2017 to Sep 2017
- Cetera Advisor Networks LLCJan 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MN).
Captar Private Wealth
Legal name: Dedeker Financial, LLC
$165.5MAssets managed
186Clients
3Advisers
3 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
- 4196625
- Firm CRD
- 325537