Kyle ThomasCRD Number: 5478068
Current Firm: Msi Financial Services, Inc.
Kyle Thomas (CRD# 5478068) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Milwaukee, WI and has over 8 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Metlife Securities, Inc.||Milwaukee, WI||Jan 2008 - Current||8|
|Fox Valley Stone And Bricking||Neenah, WI||Sep 2007 - Dec 2007||< 1|
|Mid Vallee Golf Course||De Pere, WI||May 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV