Thomas Fox, financial advisor Eden Prairie MN

Thomas Fox

CRD Number: 1337778
Current Firm: Next Financial Group, Inc.

Thomas Fox (CRD# 1337778) is an Investment Advisor Representative working at Next Financial Group, Inc. in Eden Prairie, MN and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group St Louis Park, MN Mar 2019 - Current 5
Waterstreet Asset Management Minnetonka, MN Aug 2015 - Current 8
Great Lakes Atlantic Wealth Management And Advisory Partners Charlotte, NC Jul 2017 - Sep 2017 < 1
Quantitative Advantage, LLC Minnetonka, MN Jan 2000 - Jun 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Thomas G. Fox
Phone Number: 877-876-6398
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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