Thomas Fields, financial advisor Maumee OH
93 score

Thomas Fields

CRD Number: 5515160
Current Firm: Eagle Strategies LLC

Thomas Fields (CRD# 5515160) is an Investment Advisor Representative working at Eagle Strategies LLC in Maumee, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Maumee, OH Jul 2012 - Current 4
Insight Wealth Strategies Maumee, OH Jul 2012 - Current 4
Nylife Securities LLC Maumee, OH May 2008 - Current 8
New York Life Insurance Co Maumee, OH Apr 2008 - Current 8
Fusion Health & Fitness Archbold, OH Dec 2006 - Mar 2008 1
Frey & Sons Real Estate Archbold, OH Oct 2006 - Mar 2008 1
The Body Shop Wauseon, OH Jul 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Thomas J. Fields
Phone Number: (888) 695-3245
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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