Thomas Chisholm, financial advisor Saginaw MI
96 score

Thomas Chisholm

CRD Number: 1136665
Current Firm: Gardey Financial Advisors LLC

Thomas Chisholm (CRD# 1136665) is an Investment Advisor Representative working at Gardey Financial Advisors LLC in Saginaw, MI and has over 33 years of experience in the finance industry. Thomas Chisholm 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.

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Professional Designations
Company Name Location Dates Years
Gardey Financial Advisors LLC Saginaw, MI Jun 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for Thomas R. Chisholm
Phone Number: 989-791-3880
Firm Website:
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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