Tfp Management, LLC

Tfp Management, LLC (CRD# 313543) is a financial advisory firm headquartered in Bettendorf, IA. They manage $208,707,000 in 1,355 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3475 Utica Ridge Road, Bettendorf, IA 52722
https://www.truefinancialpartners.com
By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    1,355
    ACCOUNTS
  • Average Account Value
    $154,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL, MO

Financial Advisors at Tfp Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Elizondo, financial advisor Bettendorf IA
David W. Elizondo
CRD#: 1338331
3475 Utica Ridge Road, Bettendorf, IA 52722

David Elizondo (CRD# 1338331) is an Investment Advisor Representative working at Tfp Management, LLC in Bettendorf, IA and has over 39 years of experience in the finance industry.

2
Drue Kampmann, financial advisor Bettendorf IA
Drue S. Kampmann
CRD#: 3007633
3475 Utica Ridge Road, Bettendorf, IA 52722

Drue Kampmann (CRD# 3007633) is an Investment Advisor Representative working at Tfp Management, LLC in Bettendorf, IA and has over 25 years of experience in the finance industry.

3
Thomas Stahle, financial advisor Bettendorf IA
Thomas G. Stahle
CRD#: 6667578
3475 Utica Ridge Road, Bettendorf, IA 52722

Thomas Stahle (CRD# 6667578) is an Investment Advisor Representative working at Tfp Management, LLC in Bettendorf, IA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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