Thomas Ramsett, financial advisor Brookfield WI
93 score

Thomas Ramsett

CRD Number: 3058442
Current Firm: Freedom Wealth Alliance

Thomas Ramsett (CRD# 3058442) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Brookfield, WI May 2014 - Current 2
Wells Fargo Advisors Financial Network LLC Elkhorn, WI Mar 2010 - May 2014 4
Wachovia Securities, LLC Elkhorn, WI Jan 2008 - Mar 2010 2
A.g. Edwards & Sons, Inc. Elkhorn, WI Mar 2001 - Jan 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Thomas S. Ramsett
Phone Number: 262-798-7979
Registered State(s):
  • FL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    1,178
    ACCOUNTS
  • Average Account Value
    $144,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MA, MI, SD, TX, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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