Unclaimed Profile

Craig Sherman Thistlethwaite

CT FINANCIAL PARTNERS, LLC·MAUMEE, Ohio

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 6520 years registeredCT FINANCIAL PARTNERS, LLC

1745 INDIAN WOOD CIRCLE, MAUMEE, OH 43537CRD# 2507050Firm CRD# 325407

Profile Verification

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

Identity

Craig Sherman Thistlethwaite · MAUMEE, OH

Registration

CRD #2507050 · CT FINANCIAL PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CT FINANCIAL PARTNERS, LLC

CT FINANCIAL PARTNERS, LLC

Jun 2023 – Apr 2025

MAUMEE, OH

MORGAN STANLEY

Jun 2009 – Feb 2023

Perrysburg, OH

CITIGROUP GLOBAL MARKETS INC.

Dec 2006 – Jun 2009

TOLEDO, OH

MCDONALD INVESTMENTS INC.

Oct 2005 – Dec 2006

PERRYSBURG, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · October 11, 2005

Years registered · 20

Disclosure History

2024Regulatory·Final

2023Employment Separation After Allegations

2022Customer Dispute·Settled

2021Customer Dispute·Award / Judgment

5 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

CT FINANCIAL PARTNERS, LLC

CRD 325407 · SEC 801-127477

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by CT FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CT FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Craig Sherman Thistlethwaite offer?

Craig Sherman Thistlethwaite specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Craig Sherman Thistlethwaite's credentials?

Craig Sherman Thistlethwaite is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Sherman Thistlethwaite located?

Craig Sherman Thistlethwaite is based in MAUMEE, Ohio, last registered with CT FINANCIAL PARTNERS, LLC.

How does Craig Sherman Thistlethwaite charge for services?

Craig Sherman 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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