Unclaimed Profile

Todd William Ackermann

PILGRIMS CAPITAL ADVISORS, INC.·GRANDVILLE, Michigan

SIE, Series 6, Series 7, Series 63, Series 66Clean record25 years registeredPILGRIMS CAPITAL ADVISORS, INC.

3411 WILSON AVENUE SW, GRANDVILLE, MI 49418CRD# 2030049Firm CRD# 121348

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd William Ackermann · GRANDVILLE, MI

Registration

CRD #2030049 · PILGRIMS CAPITAL ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

STEWARDSHIP TRUST ADVISORS

Jun 2023 – present

STEWARDSHIP ADVISORY GROUP, LLC

Mar 2013 – Jul 2023

BYRON CENTER, MI

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Mar 2011 – Oct 2014

GRAND RAPIDS, MI

QA3 FINANCIAL LLC

Jul 2010 – Feb 2011

GRAND RAPIDS, MI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2001 – Jun 2010

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 23, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PILGRIMS CAPITAL ADVISORS, INC.

CRD 121348 · SEC 801-129119

AUM

$195M

Regulatory assets under management

Employees

915 client accounts

Services offered by PILGRIMS CAPITAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PILGRIMS CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Todd William Ackermann offer?

Todd William Ackermann specializes in Financial Planning, Investment Management. Contact their office in GRANDVILLE, Michigan for a consultation.

What are Todd William Ackermann's credentials?

Todd William Ackermann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd William Ackermann located?

Todd William Ackermann is based in GRANDVILLE, Michigan, working with PILGRIMS CAPITAL ADVISORS, INC.. Their office serves clients in the GRANDVILLE metropolitan area and surrounding communities.

How does Todd William Ackermann charge for services?

Todd William Ackermann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PILGRIMS CAPITAL ADVISORS, INC.?

PILGRIMS CAPITAL ADVISORS, INC. has approximately 6 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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