Thomas Krusic (CRD# 6661490) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Golden, CO and has over 7 years of experience in the finance industry. Thomas Krusic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intellicents Investment Solutions Inc. | Golden, CO | May 2021 - Current | 2 |
| Abg Consultants, LLC | Salt Lake City, UT | Jan 2017 - Apr 2021 | 4 |
| Brighton Jones, Inc. | Seattle, WA | Feb 2015 - Jan 2017 | 1 |
| Spectrum Pension Consultants, Inc. | Tacoma, WA | Sep 2009 - Feb 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CO
- WA
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Total Assets Under Management6,010MILLIONS
-
Total Number of Accounts4,381ACCOUNTS
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Average Account Value$1,371,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AR, AZ, CA, CO, FL, IA, IL, KS, MI, MN, MO, NE, NH, NJ, NY, OH, OK, OR, SD, TN, TX, WA, WI
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