Unclaimed Profile

Dejah Lee Krajcar

TFO-TDC, LLC·MAUMEE, Ohio

SIE, Series 7, Series 24, Series 63, Series 66Clean record19 years registeredTFO-TDC, LLC

1440 ARROWHEAD DRIVE, MAUMEE, OH 43537CRD# 3158017Firm CRD# 124407

Profile Verification

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

Identity

Dejah Lee Krajcar · MAUMEE, OH

Registration

CRD #3158017 · TFO-TDC, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PRINCIPAL ASSET MANAGEMENT

Jan 2024 – present

PRINCIPAL FUNDS DISTRIBUTOR, INC.

Dec 2023 – present

TFO-TDC, LLC

Jun 2019 – Mar 2023

MAUMEE, OH

FIFTH THIRD SECURITIES, INC.

Oct 2015 – May 2019

TOLEDO, OH

CITIZENS SECURITIES, INC.

May 2014 – Sep 2015

TOLEDO, OH

FIFTH THIRD SECURITIES, INC.

May 2007 – May 2014

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 22, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does Dejah Lee Krajcar offer?

Dejah Lee Krajcar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.

What are Dejah Lee Krajcar's credentials?

Dejah Lee Krajcar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dejah Lee Krajcar located?

Dejah Lee Krajcar is based in MAUMEE, Ohio, working with TFO-TDC, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.

How does Dejah Lee Krajcar charge for services?

Dejah Lee Krajcar'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-TDC, LLC?

TFO-TDC, 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.

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