Unclaimed Profile

Cleves Richard Delp

TFO WEALTH PARTNERS, LLC·MAUMEE, Ohio

Series 6, Series 7, Series 24, Series 63ChFC26 years registeredTFO WEALTH PARTNERS, LLC

1440 ARROWHEAD DRIVE, MAUMEE, OH 43537CRD# 2368975Firm CRD# 124407

Profile Verification

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

Identity

Cleves Richard Delp · MAUMEE, OH

Registration

CRD #2368975 · TFO WEALTH PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TFO WEALTH PARTNERS, LLC

ONE TO ONE, LLC

Nov 2016 – Mar 2019

MAUMEE, OH

TFO-TDC, LLC

Jan 2010 – Aug 2022

MAUMEE, OH

TDC ST. LOUIS, LLC

Jul 2006 – Jun 2009

MAUMEE, OH

LPL FINANCIAL CORPORATION

Oct 1999 – Apr 2010

MAUMEE, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · October 18, 1999

Years registered · 26

Professional designation · ChFC

Disclosure History

2011Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TFO WEALTH PARTNERS, LLC

CRD 124407 · SEC 801-62074

AUM

$3.9B

Regulatory assets under management

Employees

4,670 client accounts

Services offered by TFO WEALTH PARTNERS, 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 TFO WEALTH PARTNERS, LLC →

Introduction

Speak with Cleves

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cleves is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MAUMEE?

Browse all registered financial advisors in MAUMEE, Ohio or claim this profile if it's yours.

Browse MAUMEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cleves Richard Delp offer?

Cleves Richard Delp specializes in Financial Planning, Investment Management, Wealth Management.

What are Cleves Richard Delp's credentials?

Cleves Richard Delp holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Cleves Richard Delp located?

Cleves Richard Delp is based in MAUMEE, Ohio, last registered with TFO WEALTH PARTNERS, LLC.

How does Cleves Richard Delp charge for services?

Cleves Richard Delp'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 TFO WEALTH PARTNERS, LLC?

TFO WEALTH PARTNERS, LLC has approximately 65 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →