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Carey Michelle Thistlethwaite

CT FINANCIAL PARTNERS, LLC·MAUMEE, Ohio
Clean recordCT FINANCIAL PARTNERS, LLC
1745 INDIAN WOOD CIRCLE, MAUMEE, OH 43537CRD# 4887315Firm CRD# 325407

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carey Michelle Thistlethwaite · MAUMEE, OH
Registration
CRD #4887315 · CT FINANCIAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carey Michelle Thistlethwaite is a registered financial advisor based in MAUMEE, Ohio, affiliated with CT FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CT FINANCIAL PARTNERS, LLC
CT FINANCIAL PARTNERS, LLC
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4887315
Firm CRD# 325407
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carey Michelle Thistlethwaite offer?
Carey Michelle Thistlethwaite specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MAUMEE, Ohio for a consultation.
What are Carey Michelle Thistlethwaite's credentials?
Carey Michelle Thistlethwaite is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carey Michelle Thistlethwaite located?
Carey Michelle Thistlethwaite is based in MAUMEE, Ohio, working with CT FINANCIAL PARTNERS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does Carey Michelle Thistlethwaite charge for services?
Carey Michelle Thistlethwaite's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CT FINANCIAL PARTNERS, LLC?
CT FINANCIAL PARTNERS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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