Thomas Molosky, financial advisor Mequon WI
93 score

Thomas Molosky

CRD Number: 5950159
Current Firm: Milwaukee Institutional Asset Management

Thomas Molosky (CRD# 5950159) is an Investment Advisor Representative working at Milwaukee Institutional Asset Management in Mequon, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Global Value Investment Corp. (aka Milwaukee Private Wealth Mgmt Mequon, WI Jul 2014 - Current 3
J.p. Morgan Securities LLC Milwaukee, WI Jul 2011 - Jul 2014 3
Jpmorgan Chase Bank Na Milwaukee, WI Jul 2011 - Jul 2014 3
Marquette University Milwaukee, WI Aug 2007 - May 2011 3
Heartland Advisors Milwaukee, WI May 2010 - Dec 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Thomas M. Molosky
Phone Number: 262-478-0640
Firm Website:
Registered State(s):
  • CA
  • IL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
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


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

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