Brady Fineske has been President of TFO Wealth Partners since November 2015, is a control person of the firm and directly owns under 5% of it.
Tfo Wealth Partners, LLC is a Maumee, OH firm with $5.66B under management, 1,986 clients and 55 advisers across 12 offices, as of its April 2026 filing.
Brady Fineske is President and Family Wealth Strategist of TFO Wealth Partners. He has served families since 2002. Before entering the wealth management industry, he held leadership roles in marketing and sales and launched his first business while still in college.
Brady Fineske’s longest registration is the current one, 15 years at TFO Wealth Partners since 2011. Before joining TFO Wealth Partners in 2011, Brady Fineske was registered through Walnut Street Securities, Inc.
- One to One, LLC– · 2 yearsMaumee, OH · Adviser representative · Firm CRD 284717
- Tfo Wealth PartnersCurrent– present · 15 yearsMaumee, OH · Adviser representative · Firm CRD 124407
- Walnut Street Securities, Inc.– · 5 yearsToledo, OH · Adviser representative · Firm CRD 15840
Professional designations
Listed by TFO Wealth Partners
- CFP®
Investment adviser representative registrations
Brady Fineske is registered as an investment adviser representative in 3 states. The first approvals date from September 2011; the most recent is Texas, in August 2019.
- OhioSince 1 September 2011
- TexasSince 15 August 2019
- VirginiaSince 16 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 7 March 2003 |
| Series 7 | General Securities Representative Examination | 22 April 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brady Michael Fineske
- CRD
- 4509147
- Firm
- TFO Wealth Partners · CRD 124407
- Role
- President
- Office
- 1440 ARROWHEAD DRIVE, Maumee, OH 43537
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tfowealth.com
Where does Brady Fineske work?
Brady Fineske has been President of Tfo Wealth Partners, LLC since November 2015, and is a control person of the firm.
Is Brady Fineske a financial advisor?
Yes. Brady Fineske has a current investment-adviser registration in Ohio, Texas and Virginia, through TFO Wealth Partners since September 2011.
How many years of experience does Brady Fineske have?
Brady Fineske has 20 years in the financial industry, since November 2005, across 3 adviser firms.
What exams has Brady Fineske passed?
Brady Fineske has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 2002.
Where is Brady Fineske based?
Brady Fineske’s registered office is in Maumee, OH.
Is Brady Fineske registered with FINRA?
No. Brady Fineske has no current broker registration.
Is Brady Fineske a CFP?
TFO Wealth Partners lists Brady Fineske with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Brady Fineske’s record?
Search CRD 4509147 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brady Fineske’s full registration record.