True Financial Partners

True Financial Partners (CRD# 152854) is a financial advisory firm headquartered in Bettendorf, IA. They manage $72,422,405 in 932 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    932
    ACCOUNTS
  • Average Account Value
    $77,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

IA, IL

Financial Advisors at True Financial Partners
Showing 1 - 3 of 3 top financial advisors.
1
Drue S. Kampmann
CRD#: 3007633
3475 Utica Ridge Rd., Bettendorf, IA 52722
93
Wealthminder
score

Drue Kampmann (CRD# 3007633) is an Investment Advisor Representative working at True Financial Partners in Bettendorf, IA and has over 18 years of experience in the finance industry.

2
Thomas G. Stahle
CRD#: 6667578
3475 Utica Ridge Rd., Bettendorf, IA 52722
90
Wealthminder
score

Thomas Stahle (CRD# 6667578) is an Investment Advisor Representative working at True Financial Partners in Bettendorf, IA and has 1 year of experience in the finance industry.

3
David W. Elizondo
CRD#: 1338331
3475 Utica Ridge Rd., Bettendorf, IA 52722
86
Wealthminder
score

David Elizondo (CRD# 1338331) is an Investment Advisor Representative working at True Financial Partners in Bettendorf, IA and has over 32 years of experience in the finance industry. David Elizondo 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.