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Bradley Tonjes

Advisor at Tonjes Financial Group

Updated today

Location

Findlay, OH 45840

Credentials

Series 65

Industry experience

< 1 year

About

Bradley Tonjes is a financial advisor at Tonjes Financial Group with a Series 65 credential and no prior industry experience. Before joining Tonjes Financial Group in 2025, he worked at Owens Corning and has experience in administrative roles including at H&K Financial. Outside of advising, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm uses model portfolios, tax-sensitive allocation, and both discretionary and non-discretionary management, supported by a third-party turnkey asset management platform and an affiliated tax and accounting practice.

Client services

Based on Tonjes Financial Group

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Tonjes Financial Group

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on Tonjes Financial Group

Founder/Business Owner Retired

Demographic focus

Based on Tonjes Financial Group

Dual Income Family

Fee options

Percentage

$0 - $1,000,000: 1.25% per year $1,000,001 - $2,000,000: 1.00% per year $2,000,001 - $5,000,000: 0.85% per year $5,000,001+: 0.70% per year

Project-based

$275 per hour for current ongoing clients; $325 per hour for new or non-advisory clients

Other

Minimum fee: $6,000 minimum annual fee for ongoing investment management Fee-only: Fee-only advisory firm; no commissions or third-party payments

Location

815 S Main St

Findlay, OH 45840

Most active in

Ohio

Work history

H&K Financial

2026 - Present (1 year)

Tonjes Financial Group

2025 - Present (1 year)

Owens Corning

2023 - 2025 (2 years)

Owens Corning

2022 - 2023 (1 year)

Purdue University

2018 - 2022 (4 years)

Liberty Center High School

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

James H

Series 65

Findlay, OH

Infresh, Inc.

James Harpst is a financial advisor at Infresh, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at InFresh Financial Network, LLC since 2011 and previously at Harpst Insurance Services from 2010 to 2019. Infresh serves individual investors and employers sponsoring retirement plans by offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical asset-allocation approach and provides an automated ETF-based investment program alongside custom-managed accounts.

Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Brayden T

Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Tammy T

PFS™

Findlay, OH

Tonjes Financial Group

Tammy Tonjes is an Investment Adviser Representative at Tonjes Financial Group and holds the PFS™ designation. She has been a CPA and Managing Member at H&K Financial since 2015, where she manages tax preparation and accounting services. In addition, she serves as Managing Member of Nado Properties, LLC, a real estate business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm offers comprehensive financial planning and investment management, utilizing model portfolios, tax-sensitive allocation, and third-party platforms to support its services.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Dual Income Family
user avatar

Ryan G

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Scott H

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Titus A

CFP®, Series 66

Findlay, OH

Asset One Wealth Management, LLC

Titus Allen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Asset One Wealth Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Fifth Third Securities. Outside of advising, he owns and oversees operations at Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers.

Retirement income strategy Debt management Charitable giving & philanthropy Multi-generational wealth transfer Trust structures (GRAT, IDGT, revocable)
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