Tod Leighton Lenhoff

Employer firm

Wealth Compass Financial, Inc. CRD 290139

$115M regulatory AUM 146,699 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → 03/2021
  Lenhoff Financial Group
  Vista, CA
• 07/2002 → 03/2021
  Lenhoff Insurance Services
  Vista, CA
• 10/2014 → 12/2016
  Gf Investment Services, Llc
  Sarasota, FL
• 10/2014 → 12/2016
  Global Financial Private Capital, Llc
  Sarasota, FL
• 12/2016 → 09/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2016 → 11/2017
  Madison Avenue Securities, Llc
  San Diego, CA
• 01/1998 → Present
  Tod Lenhoff
  Cardiff, CA
• 09/2021 → Present
  Wealth Compass Financial
  Carlsbad, CA
• 03/2021 → Present
  Wealth Compass Insurance Services
  Carlsbad, CA

Previous Registrations

• 2016-12-06 → 2022-01-03
  Ae Wealth Management, Llc
  Carlsbad, CA
• 2016-12-08 → 2017-04-05
  Madison Avenue Securities, Llc
  Carlsbad, CA
  San Diego, CA
  San Diego, CA
• 2014-10-17 → 2016-12-08
  Global Financial Private Capital, Inc.
  Vista, CA
  Sarasota, FL
  Carlsbad, CA
• 2012-08-09 → 2014-10-17
  Capital Synergy Partners
  Irvine, CA
  Vista, CA
• 2003-01-14 → 2012-08-08
  Financial West Group
  Vista, CA
  Northridge, CA
  Vista, CA
  Irvine, CA

Other Businesses

1.) LENHOFF SENIOR PLANNING, INC. DBA LENHOFF INSURANCE SERVICES; YES INVESTMENT RELATED; 5860 OWENS AVE, SUITE 150 CARLSBAD CA 92008; INSURANCE SALES; PRESIDENT; START DATE:1998; APPROX 100 HRS/MONTH; APPROX 70 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2.) TOD LENHOFF; NOT INVESTMENT RELATED; 242 DUBLIN DR., CARDIFF, CA 92007; RENTAL PROPERTIES; OWNER; START DATE 01/1998; APPROX 10 HRS/MONTH; APPROX 8 HRS/MONTH DURING TRADING; VARIOUS CLERICAL DUTIES RELATED TO OWNING RENTAL PROPERTIES. 3.) TOD LENHOFF, CPA 5860 OWENS AVE, SUITE 150 CARLSBAD, CA 92008 PRESIDENT/FIXED INCOME TAX PREPARATION/NON INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2003-01-06
• S63 Uniform Securities Agent State Law Examination
  1999-08-24