Thomas McCaffrey, financial advisor Des Moines IA
88 score

Thomas McCaffrey

CRD Number: 6326554
Current Firm: Gilbert & Cook, Inc.

Thomas McCaffrey (CRD# 6326554) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in Des Moines, IA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Gilbert & Cook, Inc. Des Moines, IA Apr 2016 - Current < 1
Vsr Advisory Services, Inc. Overland Park, KS Dec 2014 - Apr 2016 1
Vsr Financial Services, Inc. Overland Park, KS Jul 2014 - Apr 2016 1
Gilbert & Cook, Inc. Des Moines, IA Apr 2014 - Apr 2016 2
Wells Fargo West Des Moines, IA Jul 2013 - Apr 2014 < 1
University Of Iowa Iowa City, IA Aug 2009 - Jul 2013 3
Ibm Rochester, MN Jul 2012 - Jan 2013 < 1
Ankeny High School Ankeny, IA May 2006 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Thomas M. McCaffrey
Phone Number: (515) 270-6444
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

IA

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

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