wiseradvisor

Todd Rendler
Retirement Education Consultants

Tel: (608) 643-8882
625 Water Street, Suite 105
Prairie Du Sac, WI 53597
Retirement Education Consultants | Financial Advisor in Prairie Du Sac ,WI

About Retirement Education Consultants

When the markets turn as volatile and confusing as they have over the past years, even the most patient investors may come to question the wisdom of the financial plan and investment plan they've been following.

We work with people that recognize the need for quality and straightforward advice, people who are serious about using their financial resources to seek identified goals, and people who would like professional help in making intelligent financial decisions and in taking appropriate action.

At Retirement Education Consultants, our independence allows us to give you the best of two very different worlds - the focused attention and commitment to client care that comes from being a small business, combined with the resources and research sophistication of the nation's largest independent broker/dealer.

We'd like to help if we can, and to that end, here's what we offer: By appointment, you're welcome to schedule an initial 15-minute phone meeting. We'll ask you to outline your financial goals, and what your investment portfolio is intended to do for you. Then we'll summarize our philosophies and our financial planning-based approach to working with our clients.


General Information

Name of Broker/Dealer:   Commonwealth Financial Network
Number of Years with Current Firm:   16


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Health, Life, Variable Annuity, Long Term Care, Variable Life


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets
Additional Details on Charges:   Wealth Management Consulting based on the project and number of hours.




Disclaimer

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, NC, OH, OR, PA, SC, SD, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html

Todd Rendler

Todd Rendler

OUR MISSION: At Retirement Education Consultants, we have a simple mission: to deliver the highest possible level of financial service using strategies and tools developed for each individual, family or institution with which we do business. We strive to achieve this mission while also achieving the highest possible level of service and integrity. Accordingly, our team goes out of its way to develop deep, long-lasting relationships that make each of our clients feel that they are our top priority at all times.

My Services

Retirement Planning

We start with a comprehensive financial review that incorporates your long-term goals and lifestyle needs into an estimate of how much money you require for your retirement. With an idea of your anticipated needs during your later years, we will devise retirement planning and retirement income growth strategies that help you build toward that goal.


Investment Management & Advice

"A Higher Standard of Care". We choose to work as Independent Accredited Investment Fiduciary Designees, putting your interests first. Protecting your long-term financial security begins with a written plan that includes strategies and real retirement portfolio solutions for your retirement income. Independence Matters: Our independence allows us to give you asset management advice we believe in. We work with people who recognize the need for quality, straightforward advice, are serious about using their financial resources to seek identified goals, and are open to time saving meetings in-home, by web-conference, or on the phone.

My Team

Todd Rendler
Todd Rendler AIF®, PPC™
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 helps meet the needs of each client but to make sure that they thoroughly understand the factors involved, including their assets, liabilities, taxes, insurance, and goals. This education-based approach gives his cli ...more

Daniel Rendler
Daniel Rendler AIF®
Since 2012, Daniel Rendler has guided individuals and the employees of a major employer through the process of defining their financial goals and developing effective retirement planning and investing strategies. He also has been active in the business prior to becoming a financial advisor, as a marketing consultant and assisting at numerous client events. His role is to not only design a retirement plan that helps meet the needs of each client but to make sure that they thoroug ...more