Darrah TomasCRD Number: 4587126
Current Firm: B. C. Ziegler And Company
Darrah Tomas (CRD# 4587126) is an Investment Advisor Representative working at B. C. Ziegler And Company in Middleton, WI and has over 14 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|B.c. Ziegler And Company||Madison, WI||Mar 2016 - Current||1|
|B C Ziegler And Company||Madison, WI||Sep 2002 - Mar 2016||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2003|
Total Assets Under Management412MILLIONS
Total Number of Accounts1,826ACCOUNTS
Average Account Value$225,791
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI
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