Zowe Donya Clark
Investment adviser representative at Tfo Wealth Partners
10 yearsExperience
1 stateRegistered in
$5.7BFirm assets
23 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Tfo Wealth PartnersOct 2021 to now
- Arizona State UniversityApr 2023 to Nov 2023
- University of ToledoMar 2020 to Oct 2021
- PromedicaOct 2017 to Oct 2020
- EndevisMar 2017 to Oct 2017
- University of ToledoAug 2013 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Tfo Wealth Partners
Legal name: Tfo Wealth Partners, LLC
$5.7BAssets managed
1,986Clients
34Advisers
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
- 7532996
- Firm CRD
- 124407