Thomas De Jong, financial advisor Sioux Center IA
100 score

Thomas De Jong

Money Concepts - The Planning Firm

CRD Number: 5612385
Current Firm: Money Concepts Advisory Service
Compensation Model: Both

Thomas De Jong, M.S. (CRD# 5612385) is an Investment Advisor Representative working at Money Concepts - The Planning Firm in Sioux Center, IA and has over 7 years of experience in financial planning.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Feb 2009 - Current 7
Money Concepts Int'l, Inc. Sioux Center, IA Dec 2008 - Current 8
Countrywide Financial Corp. Loveland, CO Sep 2004 - Dec 2008 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Feb 2009
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Thomas I. De Jong
Phone Number:
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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