Brian M. Tegtmeyer
TRULY PROSPER FINANCIAL PLANNING LLC
XENIA, OH
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CRD#: 7298322
Professional summary
Brian Mason Tegtmeyer, CFP® is a registered financial advisor currently at TRULY PROSPER FINANCIAL PLANNING LLC located in Xenia, Ohio.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 1 firm .
Biography
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create a different kind of financial planning business.
In 2020, Truly Prosper was founded on the beliefs that: (1) Financial Life Planning can help people live the best life possible with the money they have; (2) Retirement planning should be available to all people, not just the wealthy; (3) Pricing should be based on the services received and not the size of your investment portfolio; and (4) retirees are better served by an advisor specializing in retirement planning.
When I’m not working, I enjoy spending time with my wife and three kids. We love playing board games, going for adventure walks, or playing a game of backyard kickball.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
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.
FINANCIAL FREEDOM LLC. THE BUSINESS IS INVESTMENT RELATED. THE ADDRESS IS 8044 MONTGOMERY ROAD, SUITE 700, CINCINNATI, OH 45236. THE BUSINESS PROVIDES FEE-ONLY INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES TO HIGH NET WORTH INDIVIDUALS AND FAMILIES. I AM AN EMPLOYEE WITH THE FIRM SERVING AS A FINANCIAL PLANNER. I STARTED IN OCTOBER 2011. I WILL WORK ABOUT 160 HOURS PER MONTH TO THE OTHER BUSINESS. I WILL BE WORKING AT FINANCIAL FREEDOM LLC DURING TRADING HOURS. I PROVIDE FINANCIAL PLANNING ASSISTANCE AND ANALYSIS TO THE LEAD FINANCIAL PLANNERS.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Mason Tegtmeyer's 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®
Start date: 2014
Experience
Current
November 9, 2020 - Present
TRULY PROSPER FINANCIAL PLANNING LLC
RIA
CRD#: 310549
XENIA, OH
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(11/9/2020)
Exams
Current Firm
TP
TRULY PROSPER FINANCIAL PLANNING LLC
TRULY PROSPER FINANCIAL PLANNING LLC
CRD#: 310549 / SEC#:
Ohio
Registered Investment Advisory firm - (11/9/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6605 Longshore Street Suite 240, Dublin, OH 43017
Mailing Address
Phone number
(614) 259-7737
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 41,915,281 |
Red Flags
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