Thomas Koleski (CRD# 4941185) is an Investment Advisor Representative working at Cedar Capital, LLC in Glen Ellyn, IL and has over 11 years of experience in the finance industry. Thomas Koleski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cedar Capital, LLC | Chicago, IL | Jun 2017 - Current | 6 |
| 55 Capital | Chicago, IL | Aug 2016 - May 2017 | < 1 |
| Cedar Capital, LLC | Birmingham, MI | Jan 2015 - Aug 2016 | 1 |
| Foreside Fund Services, LLC | Birmingham, MI | Oct 2014 - Aug 2016 | 1 |
| Good Harbor Financial, LLC | Chicago, IL | Jan 2012 - Dec 2014 | 2 |
| Northern Lights Distributors, LLC | Omaha, NE | Jan 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- IL
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts168ACCOUNTS
-
Average Account Value$299,130
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.