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Employer Years Dates
Results One Financial, LLC 7 years Oct 2009 - Present
True Financial Partners 7 years, 5 months May 2009 - Present
Poterack Capital Advisory, Inc. 1 year, 10 months Dec 2007 - Oct 2009
Madison Avenue Advisors, Inc. 5 months May 2007 - Oct 2007
Madison Avenue Securities, Inc. 1 year, 4 months Jun 2006 - Oct 2007
Poterack Capital Advisory, Inc. 2 years, 2 months Oct 2005 - Dec 2007
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Drue Scott Kampmann?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Mar 31, 2010
  • license status
    Not registered
  • disclosures
  • as of date
    Dec 3, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


True Financial Partners

Last updated on Aug. 26, 2016
    • $72.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 932
    • $77.7K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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