Tkc Wealth Management LLC

Tkc Wealth Management LLC (CRD# 158498) is a financial advisory firm headquartered in Dallas, TX. They manage $33,926,125 in 138 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $245,841
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Tkc Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Debra K. Snetting
CRD#: 4228688
Colorado Springs, CO
93
Wealthminder
score

Debra Snetting (CRD# 4228688) is an Investment Advisor Representative working at Tkc Wealth Management LLC in Colorado Springs, CO and has over 16 years of experience in the finance industry.

2
Yu Bai
CRD#: 6475227
12900 Preston Ste. 700, Dallas, TX 75230
87
Wealthminder
score

Yu Bai (CRD# 6475227) is an Investment Advisor Representative working at Tkc Wealth Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

3
Ting K. Chen
CRD#: 2394916
12900 Preston Road, Suite 700, Dallas, TX 75230
61
Wealthminder
score

Ting Chen (CRD# 2394916) is an Investment Advisor Representative working at Tkc Wealth Management LLC in Dallas, TX and has over 23 years of experience in the finance industry. Ting Chen 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.

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