Todd Kelzenberg
Captar Private Wealth · St. Louis Park, Minnesota
Todd Kelzenberg is a fee-only financial advisor at Captar Private Wealth in St. Louis Park, Minnesota. Captar Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Captar Private Wealth |
|---|---|
| Based in | St. Louis Park, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $165.5M across 415 accounts |
| SEC registration | Investment adviser representative in MN · CRD 4196625 |
| Exams passed | Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.captarprivatewealth.com |
| Profile |
How Todd's firm compares
- Captar Private Wealth's average account is about $399,000, from its Form ADV (assets managed divided by 415 accounts).
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Questions about Todd
Is Todd Kelzenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Captar Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Captar Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Todd Kelzenberg based?
Todd Kelzenberg is based in St. Louis Park, Minnesota.
Is Todd Kelzenberg registered with the SEC?
Yes. Todd Kelzenberg is registered as an investment adviser representative in MN (CRD 4196625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Captar Private Wealth manage?
Captar Private Wealth reports $165.5M across 415 accounts in assets under management.
How do I contact Todd Kelzenberg?
Through Todd's website, www.captarprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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