Thomas E. Dundorf

FAMILY WEALTH PARTNERS

Salem, SC

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CRD#: 2080469

Professional summary

Thomas Edward Dundorf, CFP®, who also goes by Thomas E Dundorf, is a registered financial advisor currently at FAMILY WEALTH PARTNERS, LLC located in Salem, South Carolina.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Thomas has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Thomas E Dundorf

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) FWP RE & FS, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start 08/29/2016 - No Time Spent - Sole member of LLC (2) Independent Registered Insurance Agent - Investment Related - At Reported Business Location(s).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Edward Dundorf's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

January 24, 2022 - Present

FAMILY WEALTH PARTNERS, LLC

RIA

CRD#: 317764

Salem, SC

Past

September 28, 2016 - January 26, 2022

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

Matthews, NC

Past

September 27, 2016 - March 1, 2022

LPL FINANCIAL LLC

CRD#: 6413

MATTHEWS, NC

Past

February 10, 2016 - August 21, 2025

EFFICIENT ADVISORS

RIA

CRD#: 150144

Matthews, NC

Past

January 3, 2012 - March 17, 2016

CRD#: 13787

MATTHEWS, NC

Past

December 31, 2000 - January 20, 2005

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MATTHEWS, NC

Past

August 20, 1990 - January 20, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FAMILY WEALTH PARTNERS, LLC

CRD#: 317764 / SEC#: 801-123089

RIA

Registered Investment Advisory firm - (1/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/17/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FAMILY WEALTH PARTNERS, LLC

CRD#: 317764 / SEC#: 801-123089

RIA

Registered Investment Advisory firm - (1/21/2022 Approved)

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Contact information

Main Address

2518 Plantation Center Drive, Matthews, NC 28105

Mailing Address

Phone number

(704) 321-0152

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-10-06 FAMILY WEALTH PARTNERS FORM ADV PART 2A (10/6/2025)

Regulatory assets under management

Total Number of Accounts	886
AUM (Assets Under Management)	$ 312,082,038

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Thomas E. Dundorf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Edward Dundorf's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT ADVISOR ALLIANCE, LLC

LPL FINANCIAL LLC

EFFICIENT ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

FAMILY WEALTH PARTNERS

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

FAMILY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/1998

Series 63

Date: 8/23/1990

SIE

Date: 10/1/2018

Series 7

Date: 2/5/1999

Series 22

Date: 10/2/1992

Series 6

Date: 8/17/1990

Current Firm

FAMILY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAMILY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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