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Brad Hennebert

TCP Asset Management, LLC

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About Brad Hennebert

Brad Hennebert is a wealth advisor associated with TCP Asset Management, LLC and has been in the industry since 2024. Brad has Series 65 and 63 licenses along with Series 6TO and SIE exams. Brad has registration in Ohio and Florida and provides services such as financial planning, pension consulting, and portfolio management for individuals. Brad Hennebert is also a partner at PREMIER TAX CPAS, an owner of REAL WEALTH ADVISORS, an owner of WESTERVILLE REAL HOLDINGS, and the owner of PREMIER ADVISORS LTD. Brad is dedicated to providing quality financial advice to individuals and families.

Firm Information

Brad Hennebert is currently registered with TCP Asset Management, LLC. TCP Asset Management, LLC is an investment advisor registered with the SEC and located in UPPER ARLINGTON, OH. They manage approximately $641,790,572 in assets for 3,634 clients, including individuals, corporations, and high-net-worth individuals. They provide portfolio management services for both individuals and businesses, as well as financial planning and pension consulting. They do not have a wrap fee program.
TCP Asset Management, LLC

5000 HORIZONS DRIVE

UPPER ARLINGTON, OH 43220

$641.79M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor's fees

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Brad Hennebert’s Registration & Firm History

OH

08/07/2024 - Present

TCP Asset Management, LLC (UPPER ARLINGTON OH)

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Licenses & Designations

BC

Issued 08/07/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/31/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brad Hennebert.
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