Bruce Cartwright (CRD# 6641812) is an Investment Advisor Representative working at Tfo Wealth Partners in Maumee, OH and has over 5 years of experience in the finance industry. Bruce Cartwright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tfo Wealth Partners | Maumee, OH | Jun 2017 - Current | 6 |
| One To One, LLC | Maumee, OH | Jun 2017 - Mar 2019 | 1 |
| Hillsdale College | Hillsdale, MI | Apr 2014 - May 2017 | 3 |
| Hillsdale College | Hillsdale, MI | Oct 2013 - May 2017 | 3 |
| Senate Budget Committee | Washington, DC | Sep 2016 - Dec 2016 | < 1 |
| Edward Jones | Grosse Pointe, MI | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- OH
- TX
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Total Assets Under Management3,932MILLIONS
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Total Number of Accounts4,670ACCOUNTS
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Average Account Value$842,076
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, VA, WA
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