Carrie Thelise Maerz
Investment adviser representative at Tpg Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
$2.2BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Tpg Financial Advisors, LLCFeb 2023 to now
- UnemployedJan 2023 to Feb 2023
- Trellis Advisors, LLCSep 2022 to Jan 2023
- M Holdings SecuritiesOct 2017 to Sep 2022
- Foresters FinancialJun 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OR).
Tpg Financial Advisors, LLC
$2.2BAssets managed
637Clients
18Advisers
13 yearsIn 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
- 6025923
- Firm CRD
- 141153