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••• K•••••••••
- Title
- COO/Financial Advisorreportedcaptarprivatewealth.comfirm site, Sep 16, 2026
- Business email
- todd@captarprivatewealth.comreportedcaptarprivatewealth.comfirm site, Sep 16, 2026
- Direct business phone
- 612-347-8678reportedcaptarprivatewealth.comfirm site, Sep 16, 2026
- Professional profile
- captarprivatewealth.com/team/todd-kelzenbergreportedcaptarprivatewealth.comfirm site, Sep 16, 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.
- C••••• P•••••• W••••• independent RIA currentsince Jan 1, 2026 · St. Louis Park, Mn
- C••••• A•••••• N••••••• L•• formerSep 15, 2022 to May 8, 2023 · Saint Louis Park, Mn
- A••••••••• F•••••••• S•••••••• L•• national BDFeb 23, 2022 to May 19, 2022 · Minnetonka, Mn
- T••••••• I••••••••• M••••••••• I••• BD affiliatedNov 6, 2017 to Nov 12, 2021 · Minneapolis, Mn
- C••••• A•••••• N••••••• L•• formerJan 29, 2014 to Sep 7, 2017 · Minnetonka, Mn
- A••••••••• F•••••••• S•••••••• L•• national BDOct 3, 2006 to Mar 12, 2009 · New Brighton, Mn
- C••••• A•••••• N••••••• L•• to C••••• P•••••• W•••••left May 8, 2023, registered Jan 1, 2026 (969 days) · Affiliated broker-dealer or bank to independent RIA
- A••••••••• F•••••••• S•••••••• L•• to C••••• A•••••• N••••••• L••left May 19, 2022, registered Sep 15, 2022 (119 days) · Affiliated broker-dealer or bank to another
- T••••••• I••••••••• M••••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Nov 12, 2021, registered Feb 23, 2022 (103 days) · Affiliated broker-dealer or bank to another
- C••••• A•••••• N••••••• L•• to T••••••• I••••••••• M••••••••• I•••left Sep 7, 2017, registered Nov 6, 2017 (60 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to C••••• A•••••• N••••••• L••left Mar 12, 2009, registered Jan 29, 2014 (1784 days) · Other
- T••• K••••••••• left C••••• A•••••• N••••••• L•• for C••••• P•••••• W••••• (registered 2026-01-01)May 8, 2023 · a•••••• firm change · fact
- T••• K••••••••• left A••••••••• F•••••••• S•••••••• L•• for C••••• A•••••• N••••••• L•• (registered 2022-09-15)May 19, 2022 · a•••••• firm change · fact
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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address