Thomas Bogard, financial advisor Colorado Springs CO

Thomas Bogard

CRD Number: 1081679
Current Firm: Raymond James Financial Services Advisors, Inc.

Thomas Bogard (CRD# 1081679) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Colorado Springs, CO and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Colorado Wealth Partners, Inc. Colorado Springs, CO Jul 2014 - Current 9
Accounting/cpa/tax Preparation Colorado Springs, CO May 2013 - Current 10
Raymond James Financial Services Advisors, Inc. Colorado Springs, CO Jan 2009 - Current 15
Raymond James Financial Services, Inc. Colorado Springs, CO Jul 1987 - Current 36
High Country Financial Advisors, Inc. Colorado Springs, CO Apr 2015 - Jun 2016 1
Bogard Financial Services, Inc. Colorado Springs, CO Apr 2011 - Jul 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Contact Info for Thomas L. Bogard
Phone Number: 727-567-3020
Registered State(s):
  • CA
  • CO
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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