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5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-03-14 |
Branch Locations
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
7702 Bluffton Rd. Suite 201, Fort Wayne, IN 46809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners | Scottsdale | AZ | 11/2016 | Present |
| Lincoln Financial Advisors Corporation | Fort Wayne | IN | 06/2004 | 12/2016 |
| Tcp Asset Management, Llc | Columbus | OH | 03/2017 | Present |
| Krista Kramer | Fort Wayne | IN | 10/2007 | Present |
| Trendency Capital Partners | Fort Wayne | IN | 01/2017 | 02/2017 |
| Tcp Asset Management, Llc | Fort Wayne | IN | 03/2017 | Present |
| Krista Kramer | Fort Wayne | IN | 05/2025 | Present |
1.) TCP ASSET MANAGEMENT, LLC - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - FORT WAYNE, IN - SINCE 03/2017 - INVESTMENT RELATED 2.) KRISTA KRAMER - LICENSED AGENT - NON-VARIABLE INSURANCE - FORT WAYNE, IN - SINCE 10/2007 - INVESTMENT RELATED 3.) TCP ASSET MANAGEMENT, LLC - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - FORT WAYNE, IN - SINCE 01/2017 - INVESTMENT RELATED 4.) NLH FINANCIAL SERVICES LLC - OWNER - LLC CHECKING ACCOUNT FOR ALL OFFICE EXPENSES - FORT WAYNE, IN - SINCE 07/2017 - INVESTMENT RELATED 5.) KRISTA KRAMER - FINANCIAL COACH - TEACHING/COACHING - FORT WAYNE, IN - SINCE 05/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-22 |
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