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Katharine Heller

Tfo Wealth Partners

Maumee, OH

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Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-12
  • OH RA
    APPROVED
    Since 2026-05-12

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • 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 Wealth Partners Maumee OH 05/2021 Present
University Of Dayton Economics & Finance Dayton OH 10/2021 05/2022
Inverness Club Toledo OH 03/2020 08/2020
Brandywine Country Club Maumee OH 05/2019 08/2019
Zoup! Eatery Maumee OH 03/2017 08/2018
Surface Combustion Maumee OH 09/2016 07/2018
University Of Dayton Dayton OH 08/2018 05/2022
St. Ursula Academy Toledo OH 05/2016 05/2018
  • 05/2021 → Present
    Tfo Wealth Partners
    Maumee, OH
  • 10/2021 → 05/2022
    University Of Dayton Economics & Finance
    Dayton, OH
  • 03/2020 → 08/2020
    Inverness Club
    Toledo, OH
  • 05/2019 → 08/2019
    Brandywine Country Club
    Maumee, OH
  • 03/2017 → 08/2018
    Zoup! Eatery
    Maumee, OH
  • 09/2016 → 07/2018
    Surface Combustion
    Maumee, OH
  • 08/2018 → 05/2022
    University Of Dayton
    Dayton, OH
  • 05/2016 → 05/2018
    St. Ursula Academy
    Toledo, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-18
  • S65 Uniform Investment Adviser Law Examination
    2026-04-18
Other Names
  • Katie Heller

View on SEC IAPD

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FRANK P ECHELMEYER
MUHAMMED-KABEER OLAREWAJU GBAJA-BIAMILA

Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

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