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RIA / WealthAdvisorCertified Financial Planner17 years in industry

RANDALL D LOEMKER

Advisor at TRUEPATH FINANCIAL PLANNING

Prescott, AZ | ALBUQUERQUE, NM

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Search this name across graphsid dfx:ria:9dc2234c-7075-c271-64da-ca664a2c9ba9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 13, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUEPATH FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 9, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Apr 9, 2009
First registration: May 13, 2009
Dual registered: no
Other names: RANDY D LOEMKER
IAPD individual key: 5663458

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUEPATH FINANCIAL PLANNING	State registered	Nov 17, 2023	n/a	yes	ALBUQUERQUE, NM\|Prescott, AZ	Current employment
PERCHERON CONSULTING, LLC	State registered	Mar 22, 2023	n/a	yes	Prescott, AZ	Current employment
CWM, LLC	Bd affiliated wealth	Jan 11, 2021	Jan 20, 2023	no	Prescott, AZ\|Scottsdale, AZ\|OMAHA, NE\|Prescott, AZ	Previous registration
LANE BROTHERS INVESTMENT COUNSEL	Independent wealth	Mar 12, 2012	Dec 31, 2020	no	PRESCOTT, AZ	Previous registration
PERCHERON FINANCIAL SERVICES	n/a	May 13, 2009	Jan 19, 2012	no	PRESCOTT, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CWM, LLC	PERCHERON CONSULTING, LLC	Jan 20, 2023	Mar 22, 2023	61	Firm change	Ibd to state RIA
LANE BROTHERS INVESTMENT COUNSEL	CWM, LLC	Dec 31, 2020	Jan 11, 2021	11	Firm change	Other
PERCHERON FINANCIAL SERVICES	LANE BROTHERS INVESTMENT COUNSEL	Jan 19, 2012	Mar 12, 2012	53	Firm change	Other

Relationships

Registered with (5)

→ TRUEPATH FINANCIAL PLANNINGRegistered adviserregistration: current employment
Nov 17, 2023 to presentfactForm ADV
→ PERCHERON CONSULTING, LLCRegistered adviserregistration: current employment
Mar 22, 2023 to presentfactForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Jan 11, 2021 to Jan 20, 2023factForm ADV
→ LANE BROTHERS INVESTMENT COUNSELRegistered adviserregistration: previous registration
Mar 12, 2012 to Dec 31, 2020factForm ADV
→ PERCHERON FINANCIAL SERVICESRegistered adviserregistration: previous registration
May 13, 2009 to Jan 19, 2012factForm ADV

Dated events

Occurred
Jan 20, 2023
Advisor changed firm
Randall D Loemker left Cwm, Llc for Percheron Consulting, Llc (registered 2023-03-22)
Form ADVobserved 4 days ago