RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T••• M•••••• I••••••••
- Title
- S••••• W••••• Registered Investment Adviserreportedsaviorwealth.comfirm site, Sep 15, 2026
- Designations
- CFP, CIMA, CEPAreportedsaviorwealth.comas printed on the bio page, Sep 16, 2026
- Founder
- “T••• M. I••••••••, CFP®, C•••®, C•••® | F•••••• & C•••• Investment O••••••”reportedsaviorwealth.comthe sentence on the bio page
- Professional profile
- saviorwealth.com/todd-m-ingwersenreportedsaviorwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••• W••••• mixed wealth currentsince Feb 22, 2019 · Wellesley, Ma
- T•• H•••••• G•••• formerOct 4, 2016 to Jun 11, 2019 · Waltham, Ma
- U•• F•••••••• S••••••• I••• wirehouseDec 12, 2008 to Oct 11, 2016 · Wellesley, Ma
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Dec 15, 2008 · Waltham, Ma
- P••••••••• E••••• G••••• L•• unclassifiedApr 22, 1997 to Jul 1, 2003 · Wellesley, Ma
- T•• H•••••• G•••• to S••••• W•••••left Jun 11, 2019, registered Feb 22, 2019 (-109 days) · RIA to a newly registered adviser
- U•• F•••••••• S••••••• I••• to T•• H•••••• G••••left Oct 11, 2016, registered Oct 4, 2016 (-7 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- W•••• F•••• A••••••• to U•• F•••••••• S••••••• I•••left Dec 15, 2008, registered Dec 12, 2008 (-3 days) · Wirehouse to wirehouse
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address