TRUE LINK FINANCIAL ADVISORS, LLC
Legal name: TRUE LINK FINANCIAL ADVISORS
CRD #281870 SEC #801-114179 SAN FRANCISCO, CA 855-435-5140
SEC Registered Disclosures
Total AUM
$1.3B
Discretionary
$1.3B
Employees
7
Clients
0
Accounts
1,065
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGUADA-HALLBERG, CAROL, A | I | CCO | NA | Control |
| AGUADA-HALLBERG, CAROL, A | I | CCO | NA | Control |
| AGUADA-HALLBERG, CAROL, A | I | CCO | NA | Control |
| AGUADA-HALLBERG, CAROL, A | I | CCO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | CCO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | CCO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | CCO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | CCO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | CCO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL/CIO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL/CIO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL/CIO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL/CIO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL/CIO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL/CIO | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL | NA | Control |
| GUERRERO, GEORGE, EDWARD | I | PRINCIPAL | NA | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | CCO | NA | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | NA | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | NA | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | NA | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | NA | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | NA | Control |
| McDonnell, Claire | I | CCO | NA | |
| McDonnell, Claire | I | CCO | NA | |
| McDonnell, Claire | I | CCO | NA | Control |
| PARKER, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| PARKER, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| PARKER, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| PARKER, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| PARKER, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| PARKER, SCOTT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| ROSSMAN, JESSICA, WENDY | I | VP, GC AND CCO | NA | Control |
| ROSSMAN, JESSICA, WENDY | I | VP, GC AND CCO | NA | Control |
| ROSSMAN, JESSICA, WENDY | I | VP, GC AND CCO | NA | Control |
| ROSSMAN, JESSICA, WENDY | I | VP, GC AND CCO | NA | Control |
| ROSSMAN, JESSICA, WENDY | I | VP, GC AND CCO | NA | Control |
| ROSSMAN, JESSICA, WENDY | I | VP, GC AND CCO | NA | Control |
| ROSSMAN, JESSICA, WENDY | I | VP, GC AND CCO | NA | Control |
| ROSSMAN, JESSICA, WENDY | I | VP, GC AND CCO | NA | Control |
| ROSSMAN, JESSICA, WENDY | I | VP, GC AND CCO | NA | Control |
| Rossman, Jessica | I | CCO | NA | Control |
| Rossman, Jessica | I | CCO | NA | Control |
| Rossman, Jessica | I | CCO | NA | Control |
| SHEHATA, GEORGE | I | VP, INVESTMENT ADVISORY | NA | Control |
| SHEHATA, GEORGE | I | VP, INVESTMENT ADVISORY | NA | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | NA | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | NA | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | NA | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | NA | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | NA | Control |
| hagerman, heather | I | CCO | NA | Control |
| hagerman, heather | I | CCO | NA | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| TRUE LINK FINANCIAL INC | DE | MANAGING MEMBER | E | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | C | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | C | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | C | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | A | Control |
| MCDONNELL, CLAIRE, CHRISTIE | I | COO | A | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | A | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | A | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | A | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | A | Control |
| STINCHCOMBE, KAI, HEIMER | I | CEO | A | Control |
| STINCHCOMBE, KAI, HEIMER | I | MANAGING MEMBER | A | Control |
| STINCHCOMBE, KAI, HEIMER | I | MANAGING MEMBER | A | Control |
| STINCHCOMBE, KAI, HEIMER | I | MANAGING MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCDONNELL, CLAIRE, CHRISTIE | I | TRUE LINK FINANCIAL INC | C | |
| MCDONNELL, CLAIRE, CHRISTIE | I | TRUE LINK FINANCIAL INC | C | |
| MCDONNELL, CLAIRE, CHRISTIE | I | TRUE LINK FINANCIAL INC | C | |
| MCDONNELL, CLAIRE, CHRISTIE | I | TRUE LINK FINANCIAL INC | C | |
| MCDONNELL, CLAIRE, CHRISTIE | I | TRUE LINK FINANCIAL INC | C | |
| MCDONNELL, CLAIRE, CHRISTIE | I | TRUE LINK FINANCIAL INC | C | |
| MCDONNELL, CLAIRE, CHRISTIE | I | TRUE LINK FINANCIAL INC | C | |
| MCDONNELL, CLAIRE, CHRISTIE | I | TRUE LINK FINANCIAL INC | C | |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC. | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC | C | Control |
| STINCHCOMBE, KAI, HEIMER | I | TRUE LINK FINANCIAL INC | C | Control |
| Stinchcombe, Kai | I | TRUE LINK FINANCIAL INC. | C | Control |
| Stinchcombe, Kai | I | TRUE LINK FINANCIAL INC. | C | Control |
| Stinchcombe, Kai | I | TRUE LINK FINANCIAL INC. | C | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (24)
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Address
505 MONTGOMERY ST.11TH FLOOR
SAN FRANCISCO, CA 94111
United States
Phone: 855-435-5140