Tonja Wisowaty Truesdell
Investment adviser representative at Captrust
14 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Tonja Wisowaty Truesdell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
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
14 years in the industry.
- CaptrustApr 2026 to now
- Capfinancial Partners, LLC. (captrust)Mar 2026 to now
- Pacer Financial, Inc.Jul 2024 to Feb 2026
- HomemakingOct 2023 to Jul 2024
- Doubleline Capital LPJun 2020 to Oct 2023
- Foreside Fund Services, LLCJun 2020 to Sep 2023
- Thornburg Investment ManagementMar 2012 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NM).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 6172300
- Firm CRD
- 175112