Unclaimed Profile

Mark Joseph Langerman

TFI PORTFOLIOS, LLC·SCOTTSDALE, Arizona

Series 7, Series 8, Series 63, Series 65Clean record15 years registeredTFI PORTFOLIOS, LLC

9375 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 1354113Firm CRD# 152203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Joseph Langerman · SCOTTSDALE, AZ

Registration

CRD #1354113 · TFI PORTFOLIOS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Feb 2026 – present

ALPHA CUBED INVESTMENTS, LLC

Apr 2015 – Apr 2026

SCOTTSDALE, AZ

ASCENDANT ADVISORS, LLC

Feb 2012 – Jan 2021

HOUSTON, TX

EMPOWERMENT FINANCIAL GROUP

Oct 2010 – Mar 2022

SCOTTSDALE, AZ

FIRST ALLIED SECURITIES, INC.

Oct 2010 – Feb 2011

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · October 1, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TFI PORTFOLIOS, LLC

CRD 152203 · SEC 801-111676

AUM

$158M

Regulatory assets under management

Employees

313 client accounts

Services offered by TFI PORTFOLIOS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TFI PORTFOLIOS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Joseph Langerman offer?

Mark Joseph Langerman specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Mark Joseph Langerman's credentials?

Mark Joseph Langerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Joseph Langerman located?

Mark Joseph Langerman is based in SCOTTSDALE, Arizona, working with TFI PORTFOLIOS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Mark Joseph Langerman charge for services?

Mark Joseph Langerman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TFI PORTFOLIOS, LLC?

TFI PORTFOLIOS, LLC has approximately 1 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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