Thomas Braun (CRD# 5779055) is an Investment Advisor Representative working at Streamsong Advisors, LLC in Grand Rapids, MI and has over 13 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Grand Rapids, MI | Aug 2014 - Current | 9 |
| Streamsong Advisors, LLC | Grand Rapids, MI | Aug 2014 - Current | 9 |
| Fifth Third | Grand Rapids, MI | Mar 2010 - Aug 2014 | 4 |
| Fifth Third Securities | Grand Rapids, MI | Mar 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- GA
- MI
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts399ACCOUNTS
-
Average Account Value$221,742
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
GA, MI, TX
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