
TODD KROUGH

Meet Todd Krough:
“My maternal grandfather encouraged me to be a saver and introduced me to the markets. He retired as a principal of a high school, yet through his investing was able to donate seven figures to Gustavus Adolphus College, my alma mater. His lesson of saving and investing was foundational for me, resulting in financial success for me and now for my clients.
I have been fortunate to work for some of the largest financial companies in the world, and now have the privilege of working as part of a Wealth Advisory team that provides Investment Management, Private Banking and works with other advisors to form a team approach for the client.
Todd joined the firm in 2023 with 30 years of advisory expertise in the industry. His alma mater is Gustavus Adolphus College where he earned a bachelor’s degree in Business Administration.
Todd is an active member with the Twin Cities Exit Planning Institute, a forum of business transition experts, and holds the Certified Exit Planning Advisor (CEPA) designation, a nationally-recognized professional achievement. Todd has worked with several large financial institutions. He serves as a board member for the Gustavus Alumni Association and is a current member, as well as past board member, of the Minneapolis Rotary.
Todd lives in Plymouth with his wife, Liz, has three grown children and one grandchild. His interests include playing golf, hockey, and traveling with his family.
Meet Todd Krough:
“My maternal grandfather encouraged me to be a saver and introduced me to the markets. He retired as a principal of a high school, yet through his investing was able to donate seven figures to Gustavus Adolphus College, my alma mater. His lesson of saving and investing was foundational for me, resulting in financial success for me and now for my clients.
I have been fortunate to work for some of the largest financial companies in the world, and now have the privilege of working as part of a Wealth Advisory team that provides Investment Management, Private Banking and works with other advisors to form a team approach for the client.
Todd joined the firm in 2023 with 30 years of advisory expertise in the industry. His alma mater is Gustavus Adolphus College where he earned a bachelor’s degree in Business Administration.
Todd is an active member with the Twin Cities Exit Planning Institute, a forum of business transition experts, and holds the Certified Exit Planning Advisor (CEPA) designation, a nationally-recognized professional achievement. Todd has worked with several large financial institutions. He serves as a board member for the Gustavus Alumni Association and is a current member, as well as past board member, of the Minneapolis Rotary.
Todd lives in Plymouth with his wife, Liz, has three grown children and one grandchild. His interests include playing golf, hockey, and traveling with his family.
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- Website:
https://www.umb.com/wealth-management - Phone: (612) 269-3691
- City: Edina
- State: Minnesota
- Postal Code: 55402
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: UMB Private Wealth Management
TODD KROUGH

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
