TFP Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TFP Management, LLC provides discretionary investment management and complimentary financial planning to individuals, high net worth clients, and certain business entities, and also offers retirement plan education and consulting on a non‑fiduciary basis. The firm reports approximately $273 million in discretionary assets under management and serves roughly 660 client relationships.
Portfolios are built from an initial asset allocation tied to client risk tolerance and financial goals, and are managed using a combination of fundamental and technical analysis through proprietary model portfolios or customized strategies, with the firm generally exercising discretionary authority. TFP may engage sub‑advisers for portions of client assets and uses a range of securities including mutual funds, ETFs (including leveraged and inverse products), stocks, bonds, and REITs.
Distinctive features disclosed in the brochure include that the firm’s owners and associates are licensed insurance agents and may recommend insurance products for separate commission compensation, a potential conflict the firm says it seeks to mitigate through policies and client disclosure. The firm also describes economic benefits received from its sub‑adviser relationship (such as billing, research, and technology support) and discloses procedures for fee deduction and limited custody transfers that clients should consider when evaluating the advisor.
Client services
Expertise
Fee options
$100 to $3,000 fixed fee for separate financial consulting engagements
$0 - $500,000: 1.15% $500,001 - $1,000,000: 0.85% Above $1,000,000+: 0.60%
Main office
3475 Utica Ridge Road
Bettendorf IA 52722
Advisors at this office
3
Most active in
Alabama · Arizona · Colorado · Florida · Georgia · Illinois · Iowa · Minnesota · Missouri · Nebraska · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)