Thomas Vetter, financial advisor Randolph NJ

Thomas Vetter

CRD Number: 2915764
Current Firm: Vetter Planning

Thomas Vetter (CRD# 2915764) is an Investment Advisor Representative working at Vetter Planning in Randolph, NJ and has over 12 years of experience in the finance industry. Thomas Vetter 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
Danna Jacobs, financial advisor Randolph NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Randolph NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
David Fowler, financial advisor Randolph NJ
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Vetter Planning North Caldwell, NJ Jul 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Thomas K. Vetter
Phone Number: 973-638-2508
Registered State(s):
  • NJ
  • NY
Current Firm Details
Vetter Planning
Firm's CRD Number: 281856
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $156,080
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ, NY

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