Unclaimed Profile

Dustin Richard Tondre

TL PRIVATE WEALTH LLC·SOUTHLAKE, Texas

Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record20 years registeredTL PRIVATE WEALTH LLC

165 S KIMBALL AVE, SOUTHLAKE, TX 76092CRD# 4942019Firm CRD# 167818

Profile Verification

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

Identity

Dustin Richard Tondre · SOUTHLAKE, TX

Registration

CRD #4942019 · TL PRIVATE WEALTH LLC · 20 years registered

Brand Profile

Not yet started

Career History

TL PRIVATE WEALTH

Jun 2013 – present

USAA FINANCIAL PLANNING SERVICES

Jan 2009 – Feb 2013

SAN ANTONIO, TX

USAA INVESTMENT MANAGEMENT COMPANY

Apr 2006 – Dec 2008

SAN ANTONIO, TX

SECURIAN FINANCIAL SERVICES, INC.

Aug 2005 – Nov 2005

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 17, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TL PRIVATE WEALTH LLC

CRD 167818 · SEC 801-110449

AUM

$311M

Regulatory assets under management

Employees

614 client accounts

Services offered by TL PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TL PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Dustin Richard Tondre offer?

Dustin Richard Tondre specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SOUTHLAKE, Texas for a consultation.

What are Dustin Richard Tondre's credentials?

Dustin Richard Tondre holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dustin Richard Tondre located?

Dustin Richard Tondre is based in SOUTHLAKE, Texas, working with TL PRIVATE WEALTH LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.

How does Dustin Richard Tondre charge for services?

Dustin Richard Tondre'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 TL PRIVATE WEALTH LLC?

TL PRIVATE WEALTH LLC has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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