wiseradvisor

Todd Rendler
Silver Leaf Investment Advisors

Tel: 608-643-8882
Corporate Office:
625 Water Street, Suite 105
Prairie Du Sac, WI 53597
Advisors assist investors nationwide
Silver Leaf Investment Advisors | Financial Advisor in Prairie Du Sac ,WI

About Silver Leaf Investment Advisors

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 Silver Leaf Investment Advisors, 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

Firm Start Year:   2004
Name of Broker/Dealer:   Commonwealth Financial Network
Number of Years with Current Firm:   16


Qualifications & Memberships

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


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
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. Financial planning services offered through Silver Leaf Advisors are separate and unrelated to Commonwealth. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html

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 clients the ability to make well-informed decisions and better manage their plans.

Rendler 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, proven practices for asset accumulation, retirement income, and asset protection.

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.


Wealth Management

"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

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 thoro ...more