Executive Vice President
Current
Mar 2024 - Present
AeroLeads people directory · profile
Jim Herrick, Cfp® Email & Phone Number
Executive Vice President
at
TFO Wealth Partners
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Executive Vice President
Location
Maumee, Ohio, United States
Who is Jim Herrick, Cfp®? Overview
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Quick answer
Jim Herrick, Cfp® is listed as Executive Vice President at TFO Wealth Partners, based in Maumee, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Jim Herrick, Cfp®.
Jim Herrick, Cfp® previously worked as Vice President at Tfo Wealth Partners and Director, Investment Advisory / Wealth Adviser at Tdc Companies. Jim Herrick, Cfp® studied at Miami University.
Company email context
Email format at TFO Wealth Partners
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TFO Wealth Partners
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Profile bio
About Jim Herrick, Cfp®
Jim Herrick, Cfp® is a Executive Vice President at TFO Wealth Partners.
Current workplace
Jim Herrick, Cfp®'s current company
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5 roles
Jim Herrick, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President
Executive Vice President
Mar 2024 - May 2024
Director, Investment Advisory / Wealth Adviser
Tdc Companies
Financial Advisor
May 2005 - Sep 2011
2 education records
Jim Herrick, Cfp® education
Education record
Education record
FAQ
Frequently asked questions about Jim Herrick, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jim Herrick, Cfp® work for?
Jim Herrick, Cfp® works for TFO Wealth Partners.
What is Jim Herrick, Cfp®'s role at TFO Wealth Partners?
Jim Herrick, Cfp® is listed as Executive Vice President at TFO Wealth Partners.
Where is Jim Herrick, Cfp® based?
Jim Herrick, Cfp® is based in Maumee, Ohio, United States while working with TFO Wealth Partners.
What companies has Jim Herrick, Cfp® worked for?
Jim Herrick, Cfp® has worked for Tfo Wealth Partners, Tdc Companies, and Savage & Associates.
How can I contact Jim Herrick, Cfp®?
You can use AeroLeads to view verified contact signals for Jim Herrick, Cfp® at TFO Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Jim Herrick, Cfp® attend?
Jim Herrick, Cfp® studied at Miami University.
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