Thomas Ciesla, financial advisor Shorewood IL
68 score

Thomas Ciesla

CRD Number: 3001096
Current Firm: Retirement Plan Advisors, LLC

Thomas Ciesla (CRD# 3001096) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Shorewood, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Plan Advisors, LLC Chicago, IN Feb 2004 - Current 12
Cambridge Investment Research,inc Fairfield, IA Feb 2004 - Current 12
Thomas A. Ciesla, Cfp, Ea Shorewood, IL Jan 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Jun 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Thomas A. Ciesla
Phone Number: 312-701-1100
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,563
    MILLIONS
  • Total Number of Accounts
    8,732
    ACCOUNTS
  • Average Account Value
    $179,004
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CO, CT, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, NE, NH, NJ, NY, OH, OK, PA, TN, TX, VT, WI

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BADGES
68

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