Advisors at this firm
Ting C
CFP®, Series 63, Series 65
Dallas, TX
TKC Wealth Management LLC
Ting Chen is a CFP® professional with over 31 years of industry experience, currently serving at TKC Wealth Management LLC in Dallas, TX. His prior roles include positions at Landolt Securities, Inc., TKC International Financial Services, LLC, and Richfield Orion International, Inc. Chen is a member of the executive committee of the Hong Kong Association of Northern Texas and serves on the advisory board of the UT Dallas Taiwan Studies Initiative. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing discretionary and non-discretionary portfolio management, retirement consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types, with a notable presence of non-U.S. clients and an emphasis on educational seminars.
Anders T
Series 63, Series 66
Dallas, TX
TKC Wealth Management LLC
Anders Ting is a financial advisor at TKC Wealth Management LLC in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Comerica Bank and Comerica Securities, Inc. Outside of his advisory role, Ting is involved in mortgage loan origination through Loan Smart Mortgage LLC. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing portfolio management, retirement and pension consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types and offers educational seminars and workshops for clients.
Tyler R
Series 66
Kimberly, WI
TKC Wealth Management LLC
Tyler Reinhard is a financial advisor with Landolt Securities, Inc. in Kimberly, WI, holding a Series 66 designation and nine years of industry experience. He has worked at Landolt Securities since 2014 and is also involved with TKC Wealth Management, LLC in a supervisory role. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets and employs a team of ten advisors, focusing on fundamental analysis and small-cap growth strategies tailored to client objectives.
Yen Chun C
Series 63, Series 65
Dallas, TX
TKC Wealth Management LLC
Yen Chun Chen (Michael) is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Landolt Securities, Inc. and CTBC Bank. Outside of TKC, he is a registered representative at Landolt Securities, where he sells investment products. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients, offering portfolio management, retirement consulting, and advisor selection. The firm employs a fundamental and strategic investment approach across diverse asset classes and provides customized reporting and educational seminars.
Wang Chang T
Series 66
Dallas, TX
TKC Wealth Management LLC
Wang Chang Tsai is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding a Series 66 designation with eight years of industry experience. He has been with TKC Wealth Management since 2016, previously working at the University of Texas - Dallas. Tsai serves as Secretary for the Greater Dallas Taiwanese Chamber of Commerce. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing portfolio management, retirement consulting, and advisor selection. The firm employs a fundamental and strategic investment approach across a diverse range of asset classes and offers educational seminars and workshops for clients and prospects.