Tiffany Broomfield has been an investment adviser representative at True Wealth Design since April 2024, and is not listed among the firm’s executive officers or direct owners.
True Wealth Design, LLC is an Akron, OH firm with $494M under management, 366 clients and 7 advisers across 9 offices, as of its October 2026 filing.
Tiffany Broomfield’s longest registration is the current one, 2 years at True Wealth Design since 2024. Before joining True Wealth Design in 2024, Tiffany Broomfield was registered through Brookstone Wealth Advisors, LLC and Aegis Wealth Management, Inc.
- True Wealth Design, LLCCurrent– present · 2 yearsCanfield, OH · Adviser representative · Firm CRD 143194
- Brookstone Wealth Advisors, LLC– · 2 yearsWexford, PA · Adviser representative · Firm CRD 137658
- Aegis Wealth Management, Inc.– · under a yearWexford, PA · Adviser representative · Firm CRD 301990
Investment adviser representative registrations
Tiffany Broomfield is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is Ohio, in September 2025.
- OhioSince 30 September 2025
- PennsylvaniaSince 10 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 31 January 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 31 January 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 2 August 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 August 2015 |
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Tiffany M. Broomfield
- CRD
- 6488841
- Firm
- True Wealth Design · CRD 143194
- Office
- 565 E. Main St, Ste 150, Canfield, OH 44406
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Tiffany Broomfield work?
Tiffany Broomfield is an investment adviser representative registered through True Wealth Design, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Tiffany Broomfield a financial advisor?
Yes. Tiffany Broomfield has a current investment-adviser registration in Ohio and Pennsylvania, through True Wealth Design since April 2024.
How many years of experience does Tiffany Broomfield have?
Tiffany Broomfield has 10 years in the financial industry, since May 2016, across 3 adviser firms.
What exams has Tiffany Broomfield passed?
Tiffany Broomfield has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 7TO and Series 6TO. The earliest, the Series 6, was passed in August 2015. FINRA credited Tiffany Broomfield with the SIE, which began in October 2018.
Where did Tiffany Broomfield work before True Wealth Design?
Before True Wealth Design, Tiffany Broomfield was registered through Brookstone Wealth Advisors, LLC, October 2021 to January 2024; Aegis Wealth Management, Inc., March 2021 to October 2021.
Where is Tiffany Broomfield based?
Tiffany Broomfield’s registered office is in Canfield, OH.
Is Tiffany Broomfield registered with FINRA?
No. Tiffany Broomfield has no current broker registration.
How can I verify Tiffany Broomfield’s record?
Search CRD 6488841 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tiffany Broomfield’s full registration record.
