Thomas Ahern, financial advisor Chester Springs PA

Thomas Ahern

CRD Number: 2933920
Current Firm: Creative Capital Wealth Management Group

Thomas Ahern (CRD# 2933920) is an Investment Advisor Representative working at Creative Capital Wealth Management Group in Chester Springs, PA and has over 17 years of experience in the finance industry. Thomas Ahern 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.

Similar Advisors
Thomas Corcimiglia, financial advisor Chester Springs PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Mark Abbonizio, financial advisor Chester Springs PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Brandon Abe, financial advisor Chester Springs PA
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Professional Designations
Company Name Location Dates Years
Arkadios Capital Atlanta, GA Jun 2020 - Current 3
Creative Capital Wealth Management Group Phoenixville, PA Aug 2012 - Current 11
Independent Insurance Agent Phoenixville, PA Dec 1997 - Current 26
Arkadios Wealth Advisors, LLC Phoenixville, PA Jun 2020 - Oct 2020 < 1
Triad Advisors, Inc. Norcross, GA Jul 2016 - Jun 2020 3
Triad Advisors, Inc. Norcross, GA Jul 2016 - Dec 2019 3
First Allied Securities, Inc. San Diego, CA Nov 2012 - Jun 2016 3
First Allied Advisory Services, Inc. Chesterfield, MO Nov 2012 - Jun 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Thomas E. Ahern
Phone Number: 610-560-2003
Registered State(s):
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $97,802
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NJ, PA

Ready to hire a financial advisor? Get competitive proposals from Thomas Ahern 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.