Ting Kuo Chen
Investment adviser representative at Tkc Wealth Management LLC
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$138.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Landolt Securities, Inc.Nov 2017 to now
- Tkc Wealth Management LLCJan 2012 to now
- Tkc Wealth Management LLC F/k/a Civitas Wealth ManagementJul 2011 to now
- Tkc International Financial Services, LLCJun 2016 to Jan 2017
- Richfield Orion International, Inc.Mar 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Tkc Wealth Management LLC
$138.6MAssets managed
284Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2394916
- Firm CRD
- 158498