Thomas Pietrack (CRD# 3144280) is an Investment Advisor Representative working at Coherent Financial Advisers, LLC in Peoria, AZ and has over 25 years of experience in the finance industry. Thomas Pietrack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coherent Financial Advisers, LLC | Peoria, AZ | Jan 2016 - Current | 8 |
| Wealth Management International, Ltd. | Peoria, AZ | Apr 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- AZ
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Total Assets Under Management39MILLIONS
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Total Number of Accounts151ACCOUNTS
-
Average Account Value$260,874
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ
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