Thomas Bustamante, financial advisor Santa Fe NM

Thomas Bustamante

CRD Number: 5747350
Current Firm: Bustamante Financial Planning

Thomas Bustamante (CRD# 5747350) is an Investment Advisor Representative working at Bustamante Financial Planning in Santa Fe, NM and has over 13 years of experience in the finance industry. Thomas Bustamante 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
Bustamante Financial Planning, LLC Santa Fe, NM Jun 2012 - Current 11
Wells Fargo Advisors LLC Santa Fe, NM Jan 2011 - Current 13
Wells Fargo Bank, N.a. Santa Fe, NM Jul 1979 - Current 44
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Thomas G. Bustamante
Phone Number: 505-231-4607
Registered State(s):
  • NM
Current Firm Details
Bustamante Financial Planning
Firm's CRD Number: 165175
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

NM

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