Emily Ann Aepelbacher

Employer firm

Tfo Family Office Partners CRD 159440

$5.04B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 09/2023
  Plante Moran Financial Advisors
  Auburn Hills, MI
• 09/2023 → Present
  Tfo Family Office Partners
  Phoenix, AZ

Previous Registrations

• 2015-08-12 → 2023-09-05
  Plante Moran Financial Advisors
  Auburn Hills, MI
  Scottsdale, AZ
  Seal Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-08

Designations

• Certified Financial Planner

Other Names

• Emily Ann Aepelbacher
• Emily Aepelbacher
• Emily A. Aepelbacher
• Emily Ann Youngblood