Thomas Fields (CRD# 5515160) is an Investment Advisor Representative working at Eagle Strategies LLC in Maumee, OH and has over 15 years of experience in the finance industry. Thomas Fields 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# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ebf, Llc D/b/a Evans, Beebe & Fields Financial Group | Maumee, OH | Oct 2016 - Current | 7 |
| Eagle Strategies LLC | Maumee, OH | Jul 2012 - Current | 11 |
| Nylife Securities LLC | Maumee, OH | May 2008 - Current | 15 |
| New York Life Insurance Co | Maumee, OH | Apr 2008 - Current | 16 |
| Insight Wealth Strategies | Maumee, OH | Jul 2012 - Jan 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- OH
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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- Pension consulting services
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- Publication of periodicals or newsletters
- Educational seminars/workshops
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