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Todd Rendler

Silver Leaf Investment Advisors

625 Water Street, Suite 105

Prairie Du Sac, WI 53597
(608) 6438882

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

CRD#

1417382

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Years of Experience in Financial Services

34

Number of Years with Current Firm

16

Compliance

Registered Investment Advisor

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

PPC, AIF®

Securities Licenses

Series 65, Series 66, Series 63, Series 24, Series 7

Insurance and Annuity Licenses

Health, Accident, Life, Variable Life, Long Term Care, Variable Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Additional Details on Charges

Wealth Management Consulting based on the project and number of hours.

Disclosures

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