Thomas Fitzgerald, financial advisor Omaha NE
90 score

Thomas Fitzgerald

CRD Number: 6003798
Current Firm: Advice And Planning Services

Thomas Fitzgerald (CRD# 6003798) is an Investment Advisor Representative working at Advice And Planning Services in Omaha, NE and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Omaha, NE Sep 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Omaha, NE Sep 2015 - Current 1
Td Ameritrade Omaha, NE Nov 2011 - Sep 2015 3
Spezia Restaurant Omaha, NE Sep 2009 - Mar 2013 3
Thinktech, Inc. Subsidary Of Td Ameritrade Holding Corp. Omaha, NE Apr 2012 - Jul 2012 < 1
Bank Of The West Omaha/ralston, NE Jul 2010 - Oct 2011 1
Pf Chang's Omaha, NE Apr 2008 - Sep 2009 1
Nebraska Brewing Company Papillion, NE Nov 2007 - Apr 2008 < 1
Red Robin Omaha, NE May 2007 - Nov 2007 < 1
Hy-vee Grocery Store Lincoln/omaha, NE Oct 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Thomas D. Fitzgerald
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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