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Tfo Wealth Partners CRD 124407
$5.66B regulatory AUM 47 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-11 |
Branch Locations
1440 Arrowhead Drive, Maumee, OH 43537 • United States
Moreland Hills, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors, Inc. | Radnor | PA | 02/2014 | 06/2023 |
| Lpl Financial Llc | Brecksville | OH | 06/2022 | 01/2024 |
| Planned Financial Services | Cleveland | OH | 06/2022 | 01/2024 |
| M Holdings Securities, Inc. | Portland | OR | 02/2024 | 03/2026 |
| Enza Financial, Llc | Independence | OH | 02/2024 | 03/2026 |
| Tfo Wealth Partners | Maumee | OH | 04/2026 | Present |
| Lincoln Financial Distributors | Moreland Hills | OH | 03/2014 | 05/2022 |
ALLIANCE FOR HEALTH YOUTH / NON-INVESTMENT RELATED / 460 White Pond Dr., Suite 300, Akron, Ohio 44320 / NON PROFIT ORGANIZATION THAT EMPOWERS, ENCOURAGES, AND EDUCATES YOUTH TO MAKE AND KEEP HEALTHY LIFESTYLES / BOARD MEMBER / START DATE 2023 / 2 HOURS PER MONTH, 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS 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 05/2026 / 0-5 HOURS MONTLHY DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-31 |
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