Todd Steger has been Direct Owner of Acumen Financial Advisors since November 2009, is a control person of the firm and directly owns 75% or more of it.
Acumen Financial Advisors, LLC is an Edina, MN firm with $465M under management, 220 clients and 1 adviser in one office, as of its March 2026 filing.
Todd Steger’s longest registration is the current one, 13 years at Acumen Financial Advisors since 2013.
- Osaic Wealth, Inc.– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 23131
- – present · 13 yearsEdina, MN · Adviser representative · Firm CRD 152748
Investment adviser representative registrations
Todd Steger is registered as an investment adviser representative in 7 states. The first approvals date from June 2013; the most recent is Florida, in November 2025.
- CaliforniaSince 28 June 2013
- ColoradoSince 24 March 2021
- FloridaSince 21 November 2025
- IowaSince 12 November 2025
- MinnesotaSince 6 March 2014
- WashingtonSince 24 March 2021
- WisconsinSince 24 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 June 1995 |
| Series 7 | General Securities Representative Examination | 9 June 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd William Steger
- CRD
- 2358695
- Firm
- Acumen Financial Advisors · CRD 152748
- Role
- Direct Owner
- Office
- 3601 WEST 76TH STREET, SUITE 475, Edina, MN 55435
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Todd Steger work?
Todd Steger has been Direct Owner of Acumen Financial Advisors, LLC since November 2009, and is a control person of the firm.
Is Todd Steger a financial advisor?
Yes. Todd Steger has a current investment-adviser registration in California, Colorado, Florida, Iowa, Minnesota, Washington and Wisconsin, through Acumen Financial Advisors since June 2013.
How many years of experience does Todd Steger have?
Todd Steger has 31 years in the financial industry, since June 1995, across 2 adviser firms.
What exams has Todd Steger passed?
Todd Steger has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1995. FINRA credited Todd Steger with the SIE, which began in October 2018.
Where is Todd Steger based?
Todd Steger’s registered office is in Edina, MN.
Is Todd Steger registered with FINRA?
Yes. Todd Steger has a current broker registration, under CRD 2358695.
Source: FINRA BrokerCheck
How can I verify Todd Steger’s record?
Search CRD 2358695 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Todd Steger’s full registration record.