Thomas Bolain, financial advisor Maryland Heights MO
93 score

Thomas Bolain

CRD Number: 4585761
Current Firm: Commerce Brokerage Services, Inc.

Thomas Bolain (CRD# 4585761) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Maryland Heights, MO and has over 14 years of experience in the finance industry.

Similar Advisors
Carl Goodin, financial advisor Maryland Heights MO
Carl D. Goodin
CRD# 1346311
Financial Planning Associates, Inc.
Score
107
Similar Advisors
William Meyer, financial advisor Maryland Heights MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Score
106
Similar Advisors
Joe Allaria, financial advisor Maryland Heights MO
Joe M. Allaria
CRD# 6122862
Visionary Wealth Advisors, LLC
Score
105
Company Name Location Dates Years
Commerce Brokerage Services, Inc. Saint Louis, MO Aug 2015 - Current 1
Pnc Investments Ballwin, MO Jul 2014 - Aug 2015 1
Pnc Bank Ballwin, MS Jul 2014 - Aug 2015 1
Wirelessvision Saint Peters, MO Feb 2014 - Jul 2014 < 1
Cellular Sales Of Knoxville, Inc. Saint Charles, MO Jan 2013 - Feb 2014 1
Unemployed Maryland Heights, MO Sep 2012 - Jan 2013 < 1
Wells Fargo Advisors LLC St Louis, MO Dec 2011 - Sep 2012 < 1
Unemployed St Louis, MO Oct 2011 - Dec 2011 < 1
Stifel, Nicolaus & Company, Incorporated St. Louis, MO Jan 2007 - Sep 2011 4
Kirk Of The Hills Presbyterian Church Town And Country, MO May 2002 - Dec 2009 7
United Securities Alliance, Inc. Greenwood Village, CO May 2006 - Jan 2007 < 1
Siebert Investment Advisory Servicess, LLP St. Louis, MO May 2006 - Jan 2007 < 1
Independent Brokerage Topeka, KS May 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Thomas J. Bolain
Phone Number: 314-746-8777
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    346
    MILLIONS
  • Total Number of Accounts
    2,278
    ACCOUNTS
  • Average Account Value
    $152,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, FL, IL, KS, MO, NM, OK, TX

Ready to hire a financial advisor? Get competitive proposals from Thomas Bolain and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.