![Todd Charles Henningsen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Todd Charles Henningsen worked as a Portfolio Manager at Heartwood Investments, Inc. He then served as a Wealth Advisor at BerganKDV Wealth Management LLC from 2016 to 2023.
Mr. Henningsen completed his undergraduate degree at the University of Northern Iowa in 2009.
Anciens postes connus de Todd Charles Henningsen
| Sociétés | Poste | Fin |
|---|---|---|
BerganKDV Wealth Management LLC
 BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management develops a unique investment and tax strategy, creates and manages a portfolio based on the client’s objectives, time horizons, risk tolerance, and liquidity needs. The firm offers a variety of managed portfolios primarily utilizing no-load mutual funds, exchange traded funds (ETF), individual equities, and money market funds. | Gestionnaire de Portefeuille-Actions | 01/06/2023 |
Heartwood Investments, Inc.
 Heartwood Investments, Inc. Investment ManagersFinance Heartwood Investments' portfolios may include common stocks of companies based in the US or other countries, fixed-income securities such as bonds or certificates of deposit, cash-equivalent investments such as money market funds, mutual funds and index funds including ETFs. Investments are selected based on each client's specific objectives and risk tolerance. | Gestionnaire de Portefeuille-Actions | - |
Formation de Todd Charles Henningsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Northern Iowa
 University of Northern Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BerganKDV Wealth Management LLC
BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management develops a unique investment and tax strategy, creates and manages a portfolio based on the client’s objectives, time horizons, risk tolerance, and liquidity needs. The firm offers a variety of managed portfolios primarily utilizing no-load mutual funds, exchange traded funds (ETF), individual equities, and money market funds. | Finance |
Heartwood Investments, Inc.
Heartwood Investments, Inc. Investment ManagersFinance Heartwood Investments' portfolios may include common stocks of companies based in the US or other countries, fixed-income securities such as bonds or certificates of deposit, cash-equivalent investments such as money market funds, mutual funds and index funds including ETFs. Investments are selected based on each client's specific objectives and risk tolerance. | Finance |
