CE
CE

Christopher Edward Erblich

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
292 clients
Average Client Portfolio
$14.3M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$50,000
Loading...

Location

1440 Arrowhead Drive, Maumee, OH, 43537

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher is a partner at Husch Blackwell, LLP focusing on estate planning, which takes nearly full-time hours. He is also involved in various investment-related and non-investment related entities, including real estate, trust companies, marketing, financial education, and holding companies, requiring varying time commitments from minimal to about a quarter of his time.

Employment History
Current Registrations
Tfo Family Office Partners
December 2011 - Present · 14 yrs 2 mos
Tfo Wealth Partners
October 2004 - Present · 21 yrs 4 mos
Previous Registrations
One to One, LLC
November 2016 - March 2017 · 4 mos
LPL Financial Corporation
March 2008 - July 2009 · 1 yr 4 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.