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Todd Paul Tarantino

ACORN WEALTH ADVISORS, LLC·GRAND BLANC, Michigan
SIE, Series 7, Series 63Clean record19 years registeredACORN WEALTH ADVISORS, LLC
8305 S. SAGINAW STREET, GRAND BLANC, MI 48439CRD# 2189943Firm CRD# 170462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Paul Tarantino · GRAND BLANC, MI
Registration
CRD #2189943 · ACORN WEALTH ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

ACORN WEALTH ADVISORS, LLC
May 2014 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Oct 2006 – May 2014
GRAND BLANC, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · October 6, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACORN WEALTH ADVISORS, LLC
CRD 170462 · SEC 801-79211
AUM
$377M
Regulatory assets under management
Employees
5
1,690 client accounts
Services offered by ACORN WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at ACORN WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Todd Paul Tarantino offer?
Todd Paul Tarantino specializes in Financial Planning. Contact their office in GRAND BLANC, Michigan for a consultation.
What are Todd Paul Tarantino's credentials?
Todd Paul Tarantino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Paul Tarantino located?
Todd Paul Tarantino is based in GRAND BLANC, Michigan, working with ACORN WEALTH ADVISORS, LLC. Their office serves clients in the GRAND BLANC metropolitan area and surrounding communities.
How does Todd Paul Tarantino charge for services?
Todd Paul Tarantino's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACORN WEALTH ADVISORS, LLC?
ACORN WEALTH ADVISORS, LLC has approximately 5 employees and manages $377M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Steven Charles Bliss
GRAND BLANC, MI

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