Tad E. Sobieszczanski

TFO WEALTH PARTNERS

Maumee, OH 43537

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CRD#: 6708904

Professional summary

Tad Edward Sobieszczanski, CFP®, who also goes by Tad Edward Sobieszczansk, is a registered financial advisor currently at TFO WEALTH PARTNERS located in Maumee, Ohio.

Tad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tad has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tad Edward Sobieszczansk

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tad Edward Sobieszczanski'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: 2019

Experience

Current

December 5, 2016 - Present

TFO WEALTH PARTNERS

Office #1: 1440 Arrowhead Drive, Maumee, OH 43537

RIA

CRD#: 124407

Maumee, OH

Past

March 7, 2017 - March 12, 2019

ONE TO ONE, LLC

RIA

CRD#: 284717

MAUMEE, OH

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".

TFO WEALTH PARTNERS

CRD#: 124407 / SEC#: 801-62074

RIA

Registered Investment Advisory firm - (5/28/2003 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

IAR

Ohio
(12/5/2016)

IAR

Texas
(8/16/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/2016

Uniform Investment Adviser Law Examination

Current Firm

TFO WEALTH PARTNERS

CRD#: 124407 / SEC#: 801-62074

RIA

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

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Contact information

Main Address

1440 Arrowhead Drive, Maumee, OH 43537

Mailing Address

Phone number

(419) 891-9999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TFO WEALTH PARTNERS, LLC FORM ADV PART 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts	5,141
AUM (Assets Under Management)	$ 4,852,786,561

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/14/2024	Cover Page	Report
09/21/2023	Cover Page	Report
02/27/2023	Cover Page	Report

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.

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Tad E. Sobieszczanski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tad Edward Sobieszczanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

TFO WEALTH PARTNERS

ONE TO ONE, LLC

Primary Firm SEC Registration

TFO WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2016

Current Firm

TFO WEALTH PARTNERS

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TFO WEALTH PARTNERS

TRUST BUT VERIFY

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