Jon Thoms, financial advisor Clinton IA
88 score

Jon Thoms

CRD Number: 5902822
Current Firm: Honkamp Krueger Financial Services Inc.

Jon Thoms (CRD# 5902822) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Clinton, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Honkamp Krueger Financial Services Dubuque, IA May 2014 - Current 2
Proequities Inc. Clinton, IA Aug 2013 - Current 3
Honkamp Krueger Clinton, IA Aug 1998 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Jon F. Thoms
Phone Number: 563-582-2855
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,334
    MILLIONS
  • Total Number of Accounts
    7,100
    ACCOUNTS
  • Average Account Value
    $328,708
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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