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Kerry Glen Uffman

TWRU PRIVATE WEALTH MANAGEMENT, LLC·BATON ROUGE, Louisiana
Clean record18 years registeredTWRU PRIVATE WEALTH MANAGEMENT, LLC
527 E. AIRPORT AVE, BATON ROUGE, LA 70806CRD# 4491398Firm CRD# 117222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kerry Glen Uffman · BATON ROUGE, LA
Registration
CRD #4491398 · TWRU PRIVATE WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

TWRU PRIVATE WEALTH MANAGEMENT, LLC
Nov 2007 – present
02

Registrations & Exams

Registration record
First registered · November 27, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TWRU PRIVATE WEALTH MANAGEMENT, LLC
CRD 117222 · SEC 801-66991
AUM
$71M
Regulatory assets under management
Employees
6
526 client accounts
Services offered by TWRU PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TWRU PRIVATE WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kerry Glen Uffman offer?
Kerry Glen Uffman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Kerry Glen Uffman's credentials?
Kerry Glen Uffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kerry Glen Uffman located?
Kerry Glen Uffman is based in BATON ROUGE, Louisiana, working with TWRU PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does Kerry Glen Uffman charge for services?
Kerry Glen Uffman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWRU PRIVATE WEALTH MANAGEMENT, LLC?
TWRU PRIVATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TWRU PRIVATE WEALTH MANAGEMENT, LLC

Don William Brown
BATON ROUGE, LA
Walter Louis Simmons
BATON ROUGE, LA

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