Kyle Thomas, financial advisor Brookfield WI

Kyle Thomas

CRD Number: 5478068
Current Firm: Great Valley Advisor Group, Inc.

Kyle Thomas (CRD# 5478068) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 15 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Brookfield WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Brookfield WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Brookfield WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Great Valley Advisor Group, Inc. Brookfield, WI Jan 2018 - Current 6
Lpl Financial, LLC Brookfield, WI Dec 2017 - Current 6
Mml Investors Services, LLC Milwaukee, WI Mar 2017 - Dec 2017 < 1
Msi Financial Services, Inc. Milwaukee, WI Nov 2015 - Mar 2017 1
Metlife Securities, Inc. Milwaukee, WI Jan 2008 - Nov 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Kyle J. Thomas
Phone Number: 302-483-7200
Firm Website: http://www.nfgfp.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,084
    MILLIONS
  • Total Number of Accounts
    21,345
    ACCOUNTS
  • Average Account Value
    $238,186
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Kyle Thomas and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.