Todd Ehret

Welcome

Welcome!

Areas of Focus

I’m the Founder and CEO of two separate but essential financial entities positioned to create exponential value for my clients. My background is in banking and business problem solving. After college I became a real estate loan officer and appraiser for Federal Land Bank specializing in rural real estate in southern Minnesota.  When the farm crisis was at its peak I left to work with FmHA through a local bank to help the some of the areas most successful farmers obtain operating loans with government guaranteed loans when they had no equity due to the 85% crash in land values.  In   2002 I founded my first company, Cornerstone Financial Resources, LLC to specialize in strategies that protect accounts from risk of market losses but are still able to participate in market growth.  We develop best of class "safe money" platforms utilizing sophisticated strategies that are not exposed to debilitating market corrections but provide excellent cash flow potential using insurance and other less known cash flow methods.  In late 2008 as equity accounts were down dramatically and after passing my Investment Law Series 65 exam my second company was born to help my clients participate in the market.  This company grew into a wealth management practice as an IAR with Royal Fund Management, LLC to provide exposure to the growth of the market with risk mitigation. Most successful portfolios thrive with the proper mix of "safe" money and "risk" money to achieve market gains while providing the proper risk tolerance parameters for clients preparing for and already in retirement. We also use asset multitasking and seek to structure portfolios where each asset provides multiple goal outcomes. My practice serves high income and high net worth clients and their families and others they care about. We help provide our clients tax advantaged income strategies, legal tax avoidance.  Clients then are able to direct more of their hard-earned money to preferred desires. We are pursuing long term relationships for clients that are looking for clarity of direction and certainty of outcome. Text me today at 612.730.1525 to set up a time to discuss how forming a long term relationship with us may be just what you have been seeking to regain control of your important future.

Interests & Community Participation

Autism Awareness as the father of Samuel born in 2000

Classic and other car enthusiast

Outdoors activities, hiking, rock climbing and camping

Science and technology interests

Experience

Insurance Licensed in Minnesota 2002, Iowa, Wisconsin, Florida and Nevada

Certified Senior Advisor, 2004

Securities Licence Series 65, 2008

Master Mentor, Circle of Wealth, 2008

Investment Advisor Representative with Royal Fund Management 2011

Education

University of Wisconsin- Platteville Agribusiness 1979

Associations

This year we are very excited to announce the addition of a best of class 401(k) MEP and PEP plan to help both business owners and employees both benefit by facilitating better employee retention, owner liability mitigation, no cost audits, much needed HR relief, and cutting edge solutions to the new Secure Act 2.0 ahead of the Jan 1, 2024 deadline while fostering employee retention, contentment and peace of mind over their retirement accounts.

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure