Brady Michael Fineske

Current Employers

Employment History

• 09/2011 → Present
  Tfo Wealth Partners
  Maumee, OH
• 10/2016 → 03/2019
  One To One, Llc
  Maumee, OH

Previous Registrations

• 2016-11-03 → 2019-03-12
  One To One, Llc
  Maumee, OH
• 2005-11-07 → 2011-09-09
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH

Other Businesses

(1) TFO INSURANCE PARTNERS / INVESTMENT RELATED / 1440 ARROWHEAD DRIVE, MAUMEE, OH 43537 / INDEPENDENT LIFE, HEALTH INSURANCE AGENT SELLING LIFE, DISABILITY, FIXED ANNUITIES, ACCIDENT, HEALTH, AND LONG-TERM CARE INSURANCE / START DATE 07/2012 / 10 HOURS WEEKLY DURING SECURITIES TRADING HOURS (2) FINESKE FINANCIAL, INC. / NON-INVESTMENT RELATED / 1440 ARROWHEAD DR., MAUMEE, OH 43537 / HOLDING COMPANY FOR LIFE, DISABILITY, FIXED ANNUITY, ACCIDENT, HEALTH, AND LONG-TERM CARE INSURANCE REVENUE / OWNER / JANUARY 2012 / 0-1 HOUR PER MONTH DURING TRADING HOURS (3) ALLIANT INSURANCE SERVICES / INVESTMENT RELATED / 5 GREENWICH OFFICE PARK, GREENWICH, CT 06831 / INDEPENDENT PROPERTY AND CASUALTY INSURANCE AGENT / START DATE 07/2012 / 5 HOURS MONTHLY DURING SECURITIES TRADING HOURS (4) CONTRIBUTING WRITER, PUBLISHER, SPEAKER/PRESENTER, NON INVESTMENT RELATED -AUTHOR OF THE BOOK ALL YOU HAVE TO DO IS LAST - O HR/WK START DATE 12/2007 (5) TFO TRUST COMPANY, LLC / 212 S. MAIN AVE. SUITE 145 SIOUX FALLS, SD 57104 INVESTMENT RELATED TRUST COMPANY BOARD MEMBER AS OF 12/2017 0-10 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS (6) TFO FAMILY OFFICE PARTNERS, INC. / INVESTMENT RELATED/ 5060 NORTH 40TH STREET, SUITE 200, PHOENIX, AZ 85018/ REGISTERED INVESTMENT ADVISER/ SERVE ON EXECUTIVE COMMITTEE & OPERATIONS COMMITTEE/ MEMBER / START DATE 01/2019 / LESS THAN 5HRS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS (7) FINESSE PROPERTIES, LLC / INVESTMENT RELATED / 145 CHESTERFIELD LANE MAUMEE, OH 43537 / HOLDING COMPANY FOR REAL ESTATE INVESTMENTS / MANAGER / START DATE 11/2019 / LESS THAN 1HR PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS (8) PEM REF I GP, LLC / INVESTMENT RELATED / 5050 N. 40TH S, SUITE 300, PHOENIX, AZ 85018 / PRIVATE FUND GENERAL PARTNER / START DATE 12/31/24 / APPROXIMATELY 6-10 HOURS PER MONTH, 1-5 HOURS PER MONTH DURING TRADING HOURS. (9) TFO ELEVATE PARTNERS, LLC. / NON-INVESTMENT RELATED / 1440 ARROWHEAD DR., MAUMEE, OH 43537 / INTELLECTUAL PROPERTY AND FINANCIAL LITERACY PROGRAM / PRESIDENT / JANUARY 2026 / 1-5 HOURS PER MONTH DURING TRADING HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-07

Designations

Other Names

• Brady M Fineske