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David Soltz Sherman

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,642 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$1M
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Location

1440 Arrowhead Drive, Maumee, OH, 43537

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David manages Sherman TDC, LLC and Vanbridge Life and Executive Benefits, both dealing with non-variable life and disability insurance and fixed annuities, taking about a quarter of his time for each. He also manages several other LLCs that indirectly own life insurance and collectibles, requiring minimal time.

Employment History
Current Registrations
Tfo Wealth Partners
January 2007 - Present · 19 yrs 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
David Soltz Sherman - Financial Advisor | TrueAdvisor