Unclaimed Profile

Anthony Eric Rothenfluch

TPG FINANCIAL ADVISORS, LLC·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 55, Series 63, Series 66Clean record8 years registeredTPG FINANCIAL ADVISORS, LLC

11740 SW 68TH PARKWAY, PORTLAND, OR 97223CRD# 4663615Firm CRD# 141153

Profile Verification

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

Identity

Anthony Eric Rothenfluch · PORTLAND, OR

Registration

CRD #4663615 · TPG FINANCIAL ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TPG FINANCIAL ADVISORS, LLC

TPG FINANCIAL ADVISORS, LLC

Dec 2017 – Aug 2021

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 63

Series 66

Registration record

First registered · December 7, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TPG FINANCIAL ADVISORS, LLC

CRD 141153 · SEC 801-77417

AUM

$1.7B

Regulatory assets under management

Employees

1,514 client accounts

Services offered by TPG FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TPG FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Anthony Eric Rothenfluch offer?

Anthony Eric Rothenfluch specializes in Financial Planning, Investment Management, Retirement Planning.

What are Anthony Eric Rothenfluch's credentials?

Anthony Eric Rothenfluch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Eric Rothenfluch located?

Anthony Eric Rothenfluch is based in PORTLAND, Oregon, last registered with TPG FINANCIAL ADVISORS, LLC.

How does Anthony Eric Rothenfluch charge for services?

Anthony Eric Rothenfluch'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 TPG FINANCIAL ADVISORS, LLC?

TPG FINANCIAL ADVISORS, LLC has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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