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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-17-2021
- Office Locations
- 1
Office Locations
About TFP Management, LLC
True Financial Partners (TFP Management, LLC) is a Bettendorf, IA wealth manager focused on retirement planning for individuals and couples, emphasizing Social Security decision support, tax-aware planning, and long-term care strategy. Their proprietary “TFP Process” combines financial planning with portfolio construction and ongoing wealth management. Public filings indicate portfolios are primarily ETF-based and typically custodied at Charles Schwab.
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Owner & Executives
DAVID WAYNE ELIZONDO
Chief Compliance Officer, Managing Member
- CRD
- #1338331
- Ownership
- 50% but less than 75%
DRUE SCOTT KAMPMANN
Managing Member, Owner
- CRD
- #3007633
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Thomas Gerald Stahle
Financial Advisor
- CRD
- #6667578
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,999,277 | $174,329 |
| Non-Discretionary | $0 | -- |
| Total | $272,999,277 | $174,329 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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