Investment adviser representative · Tfo Wealth Partners

Stephanie M. Smith-Tremoulis

CRD 5000149 · Maumee, OH

At a glance

Stephanie M. Smith-Tremoulis is an investment adviser representative with Tfo Wealth Partners in Maumee, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephanie’s SEC record dates to 2007, about 18 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Tfo Wealth PartnersSince June 2014Maumee, OH · $5.7B in regulatory assets

SEC adviser record

Registered since: 2007 (18 years)
Designations: Certified Financial Planner
Exams: Series 66
Registered in: 3 states
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Stephanie’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 4 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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