Thomas Sharwarko, financial advisor South Haven MI

Thomas Sharwarko

CRD Number: 6195462
Current Firm: Cambridge Investment Research Advisors, Inc.

Thomas Sharwarko (CRD# 6195462) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in South Haven, MI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jan 2014 - Current 6
Whieford Wealth Management South Haven, MI May 2013 - Current 7
Lewis University (itso) Romeoville, IL Jan 2011 - May 2013 2
Lewis University Romeoville, IL Aug 2009 - May 2013 3
Tinley Park Park District Tinley Park, IL Jun 2007 - Aug 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Thomas P. Sharwarko
Phone Number: 641-472-5100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    56,159
    MILLIONS
  • Total Number of Accounts
    297,440
    ACCOUNTS
  • Average Account Value
    $188,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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