Thomas Noel, financial advisor Fort Atkinson WI

Thomas Noel

Noel-Schopen Financial Services

CRD Number: 2032263
Current Firm: Cwm, LLC
Compensation Model: Both

Thomas Noel (CRD# 2032263) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Atkinson, WI and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cwm, LLC Omaha, NE Jun 2018 - Current 5
Financial Impact Advisors Fort Atkinson, WI Jun 2018 - Current 5
Noel-schopen, LLC Fort Atkinson, WA Jan 2011 - Current 13
Cetera Advisor Networks El Segundo, CA Jun 2018 - Feb 2024 5
Lpl Financial LLC Ft. Atkinson, WI Sep 2009 - Jun 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
Contact Info for Thomas J. Noel
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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