For more than 20 years, Todd Rendler has guided individuals, companies, and organizations through the process of defining their financial goals and developing effective retirement planning and investing strategies.
His role is to not only design a retirement plan that meets the needs of each client, but to make sure they thoroughly understand the factors involved; including their assets, liabilities, taxes, insurance, and goals. This education-based approach gives his clients the ability to make well-informed decisions and better manage their plans.
Todd uses his expertise on a broader level as a speaker and educator. He leads retirement planning workshops both in the community and in the workplace, speaks at trade association events, and teaches industry professionals.
He is also a mentor and coach, fostering the professional development of investment advisors who specialize in retirement planning. This role requires that he research and teach the most current, time-tested practices for asset accumulation, retirement income, and asset protection.
A Wisconsin college graduate, Todd has earned the following professional licenses and registrations:
- Registered Principal and Investment Adviser Representative with Commonwealth Financial Network®, an independent privately owned Registered Investment Advisor
- FINRA Series 7, 24, 63, and 65 securities registrations
- Life and health insurance license
Todd has earned the following professional certifications and designations that establish him as a consultant with specialized knowledge of qualified retirement plans and fiduciary standards:
- Accredited Investment Fiduciary® (AIF®), which demonstrates knowledge and competency in the area of fiduciary standards
- Professional Plan Consultant™ (PPC), which certifies individuals as highly qualified 401(k) retirement specialists
Todd and his family live in the Lake Wisconsin area. His wife, Kim, holds a master's degree from the University of Wisconsin and teaches language arts. They have three grown children and two dogs that keep Todd busy and active outside of work.