Unclaimed Profile

Kerry Glen Uffman

TWRU PRIVATE WEALTH MANAGEMENT, LLC·BATON ROUGE, Louisiana

Clean recordTWRU 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kerry Glen Uffman is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with TWRU PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TWRU PRIVATE WEALTH MANAGEMENT, LLC

AUM

$71M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TWRU PRIVATE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4491398

Firm CRD# 117222

View on FINRA BrokerCheck →

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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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