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Drue K
Series 63, Series 66
Bettendorf, IA
TFP Management, LLC
Drue Kampmann is a financial advisor with TFP Management, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at DK Wealth Management, Metro Valley Partners, AlphaStar Capital Management, and True Financial Partners. Outside of his advisory duties, he is involved with IT Works Global, a distributor of health-related products, which is managed primarily by his spouse. TFP Management, LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, and certain business entities, along with retirement plan education and consulting. The firm manages approximately $273 million in discretionary assets, using proprietary model portfolios and customized strategies that combine fundamental and technical analysis.
Thomas S
Series 65
Bettendorf, IA
TFP Management, LLC
Thomas Stahle is a financial advisor at TFP Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at TFP Management since 2016, including its predecessor and current forms, and has also been associated with AlphaStar Capital Management, LLC since 2017. In addition to his advisory role, he is involved in selling insurance products and services through True Financial Partners. TFP Management, LLC provides discretionary investment management and financial planning to individuals, high net worth clients, and certain businesses, offering retirement plan education and consulting on a non-fiduciary basis. The firm manages approximately $273 million in discretionary assets across about 660 client relationships, using proprietary model portfolios or customized strategies that incorporate fundamental and technical analysis.
David E
CFP®, Series 63
Bettendorf, IA
TFP Management, LLC
David Elizondo is a CFP® with 25 years of industry experience and is currently with TFP Management, LLC. He has worked at AlphaStar Capital Management, LLC and has been a partner at Metro Valley Partners, LLC since 2000. Outside of his advisory role, he is involved as a partner in Metro Valley Partners, which owns a commercial investment property. TFP Management, LLC provides discretionary investment management and financial planning services to individuals and business entities, managing approximately $217.7 million in discretionary assets. The firm employs proprietary model portfolios and customized allocations, incorporating fundamental and technical analysis, and offers retirement plan consulting while sometimes utilizing sub-advisers for portfolio management.
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