KG
Kerry Glen Uffman
CRD 4491398
Certified Financial Planner
Personal Financial Specialist
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Twru Private Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Twru Private Wealth Management, Llc
Managing Member & Cco · GP / trustee / elected manager · Jun 2012
-
Twru Private Wealth Management, Llc
Managing Member & Chief Compliance Officer · Less than 5% · Jun 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗