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Carrie Thelise Maerz

Chief Compliance OfficerTpg Financial Advisors, LLCCRD 6025923

About Carrie Thelise Maerz

Carrie Thelise Maerz is listed as Chief Compliance Officer at Tpg Financial Advisors, LLC in Portland, OR. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Tpg Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carrie Thelise Maerz work?

Carrie Thelise Maerz is listed as Chief Compliance Officer at Tpg Financial Advisors, LLC on SEC Form ADV.

How much of Tpg Financial Advisors, LLC does Carrie Thelise Maerz own?

Form ADV reports a beneficial ownership band of Under 5%.

Tpg Financial Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023