TANDEM WEALTH ADVISORS
Filed: February 2, 2015
Financial planning and investment advisory services provided to mass-affluent individuals and to high-net-worth individuals…
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 86521837
TANDEM CONSERVATIVE FUND
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87713926
TANDEM COLLECTIVE FUNDS
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87713949
TANDEM MODERATE CONSERVATIVE FUND
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87713967
TANDEM MODERATE FUND
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87713987
TANDEM MODERATE AGGRESSIVE FUND
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87713999
TANDEM ETF PORTFOLIOS
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87714006
TANDEM CONSERVATIVE PORTFOLIO
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87714012
TANDEM MODERATE AGGRESSIVE PORTFOLIO
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87714043
TANDEM MODERATE PORTFOLIO
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87714056
TANDEM MODERATE CONSERVATIVE PORTFOLIO
Filed: December 8, 2017
Financial management in the field of investment portfolios of publicly traded securities
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 87714075
HANDLEBAR
Filed: November 3, 2023
Providing temporary use of on-line non-downloadable software for retirement planning
Owned by: Tandem Wealth Advisors, LLC
Serial Number: 98254570
