Thomas Isgrig (CRD# 2727717) is an Investment Advisor Representative working at Isgrig Capital Asset Management, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6626957
Kld Wealth Management
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Isgrig Capital Asset Management, LLC | Cincinnati, OH | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
- IN
- KY
- LA
- OH
- PA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IN, KY, LA, OH, PA, TX
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