Anna Maria Brubaker

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:

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

Current Employers

Employment History

• 05/2022 → Present
  Tfo Wealth Partners
  Maumee, OH
• 08/2019 → 05/2022
  University Of Toledo
  Toledo, OH
• 01/2013 → 05/2019
  Lakota Local School District
  Kansas, OH
• 02/2021 → 05/2022
  Fastenal
  Toledo, OH
• 05/2018 → 01/2020
  Bethesda Care Center
  Fremont, OH

Other Businesses

Safe Harbor Lakefront Marina; not investment-related; 1805 W Lakeshore Dr. Port Clinton, OH 43452; marina; Member Specialist; started 03/2019; approximately 20 hours per month, none during securities trading hours; assist in operation of the marina.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-21