Brady Michael Fineske

ACT ADVISORS

Mt. Pleasant, SC · CRD#

LPL FINANCIAL LLC

Williamsville, NY · CRD#

MORGAN STANLEY

PURCHASE, NY · CRD#

NYLIFE SECURITIES LLC

VIENNA, VA · CRD#

Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

Similar Advisors

ACT ADVISORS

Mt. Pleasant, SC · CRD#

LPL FINANCIAL LLC

Williamsville, NY · CRD#

MORGAN STANLEY

PURCHASE, NY · CRD#

NYLIFE SECURITIES LLC

VIENNA, VA · CRD#

Disclosures on record.

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.

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ACT ADVISORS

Mt. Pleasant, SC · CRD#

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PURCHASE, NY · CRD#

NYLIFE SECURITIES LLC

VIENNA, VA · CRD#

Credentials

CFP®

Certified Financial Planner

Years of Experience

24 years registered in the securities industry

Current & Past Employments

Current

TFO WEALTH PARTNERSCurrent·CRD# 124407

RIA

1440 Arrowhead Drive, Maumee, OH 43537

September 1, 2011 - Present

Past

ONE TO ONE, LLCPast·CRD# 284717

RIA

Maumee, OH

November 3, 2016 - March 12, 2019

WALNUT STREET SECURITIES, INC.Past·CRD# 15840

RIA

Toledo, OH

November 7, 2005 - September 9, 2011

WALNUT STREET SECURITIES, INC.Past·CRD# 15840

BD

Toledo, OH

April 23, 2002 - September 9, 2011

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Mt. Pleasant, SC · CRD#

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VIENNA, VA · CRD#

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

TW

TFO WEALTH PARTNERS

CRD#: 124407 / SEC#: 801-62074

RIA

Registered Investment Advisory firm - SEC (5/28/2003 Approved)

Contact Information

Main Address

1440 Arrowhead Drive, Maumee, OH 43537

Phone Number

(419) 891-9999

# of Employees

67

SEC notice filing (30 States and Territories)

Registered to provide investment advisory services in 30 US states and territories.

Documents

Part 2 Brochures

TFO WEALTH PARTNERS, LLC FORM ADV PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,341

AUM (Assets Under Management)

$5,660,890,692

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2026	Cover Page	Report
11/25/2025	Cover Page	Report
10/14/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) TFO INSURANCE PARTNERS / INVESTMENT RELATED / 1440 ARROWHEAD DRIVE, MAUMEE, OH 43537 / INDEPENDENT LIFE, HEALTH INSURANCE AGENT SELLING LIFE, DISABILITY, FIXED ANNUITIES, ACCIDENT, HEALTH, AND LONG-TERM CARE INSURANCE / START DATE 07/2012 / 10 HOURS WEEKLY DURING SECURITIES TRADING HOURS

(2) FINESKE FINANCIAL, INC. / NON-INVESTMENT RELATED / 1440 ARROWHEAD DR., MAUMEE, OH 43537 / HOLDING COMPANY FOR LIFE, DISABILITY, FIXED ANNUITY, ACCIDENT, HEALTH, AND LONG-TERM CARE INSURANCE REVENUE / OWNER / JANUARY 2012 / 0-1 HOUR PER MONTH DURING TRADING HOURS

(3) ALLIANT INSURANCE SERVICES / INVESTMENT RELATED / 5 GREENWICH OFFICE PARK, GREENWICH, CT 06831 / INDEPENDENT PROPERTY AND CASUALTY INSURANCE AGENT / START DATE 07/2012 / 5 HOURS MONTHLY DURING SECURITIES TRADING HOURS

(4) CONTRIBUTING WRITER, PUBLISHER, SPEAKER/PRESENTER, NON INVESTMENT RELATED -AUTHOR OF THE BOOK ALL YOU HAVE TO DO IS LAST - O HR/WK START DATE 12/2007

(5) TFO TRUST COMPANY, LLC / 212 S. MAIN AVE. SUITE 145 SIOUX FALLS, SD 57104 INVESTMENT RELATED TRUST COMPANY BOARD MEMBER AS OF 12/2017 0-10 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS

(6) TFO FAMILY OFFICE PARTNERS, INC. / INVESTMENT RELATED/ 5060 NORTH 40TH STREET, SUITE 200, PHOENIX, AZ 85018/ REGISTERED INVESTMENT ADVISER/ SERVE ON EXECUTIVE COMMITTEE & OPERATIONS COMMITTEE/ MEMBER / START DATE 01/2019 / LESS THAN 5HRS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS

(7) FINESSE PROPERTIES, LLC / INVESTMENT RELATED / 145 CHESTERFIELD LANE MAUMEE, OH 43537 / HOLDING COMPANY FOR REAL ESTATE INVESTMENTS / MANAGER / START DATE 11/2019 / LESS THAN 1HR PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS

(8) PEM REF I GP, LLC / INVESTMENT RELATED / 5050 N. 40TH S, SUITE 300, PHOENIX, AZ 85018 / PRIVATE FUND GENERAL PARTNER / START DATE 12/31/24 / APPROXIMATELY 6-10 HOURS PER MONTH, 1-5 HOURS PER MONTH DURING TRADING HOURS.

(9) TFO ELEVATE PARTNERS, LLC. / NON-INVESTMENT RELATED / 1440 ARROWHEAD DR., MAUMEE, OH 43537 / INTELLECTUAL PROPERTY AND FINANCIAL LITERACY PROGRAM / PRESIDENT / JANUARY 2026 / 1-5 HOURS PER MONTH DURING TRADING HOURS

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