Best Investors Account Sign in
Inactive

Chad Wesley Kreilick

Tfo Wealth Partners

Maumee, OH

Mayfield Heights, OH

CRD 4751206

Claim This Profile
Employer firm

Tfo Wealth Partners CRD 124407

$5.66B regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES

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

Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-03-30
  • OH RA
    APPROVED
    Since 2021-03-30

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Mayfield Heights, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tfo-Tdc, Llc Maumee OH 01/2010 Present
  • 01/2010 → Present
    Tfo-Tdc, Llc
    Maumee, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-29
  • S65 Uniform Investment Adviser Law Examination
    2021-03-29

View on SEC IAPD

Nearby Firms

CAMELOT EVENT-DRIVEN ADVISORS, LLC
THE RETIREMENT GUYS FORMULA
CAMELOT PORTFOLIOS, LLC

Nearby Investors

CHAZ ROBERT PRICE
NOLAN RICHARD BAKER
TERREL ALAN EISERT

Nearby Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH

More in Maumee, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor