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Christopher Jacob Winters

Tfo Wealth Partners

Maumee, OH

CRD 3137928

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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
TX RA APPROVED_RES 2019-08-16
VA RA APPROVED 2013-10-16
OH RA APPROVED 2010-01-28
  • TX RA
    APPROVED_RES
    Since 2019-08-16
  • VA RA
    APPROVED
    Since 2013-10-16
  • OH RA
    APPROVED
    Since 2010-01-28

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 01/2010 Present
One To One, Llc Maumee OH 10/2017 03/2019
  • 01/2010 → Present
    Tfo Wealth Partners
    Maumee, OH
  • 10/2017 → 03/2019
    One To One, Llc
    Maumee, OH
Previous Registrations
  • 2017-11-01 → 2019-03-12
    One To One, Llc
    Maumee, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-09-15
  • S63 Uniform Securities Agent State Law Examination
    2005-09-15

View on SEC IAPD

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