Thomas Batcha (CRD# 7004026) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 5 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Financial Group LLC | Denver, CO | Jul 2022 - Current | 1 |
| Jfg Wealth Management, LLC | Denver, CO | Jul 2022 - Current | 1 |
| Optimal Capital Advisors | Traverse City, MI | Jun 2018 - Jul 2022 | 4 |
| Optimal Capital Advisors | Traverse City, MI | May 2016 - Jun 2018 | 2 |
| Conrad's Grill | East Lansing, MI | Sep 2014 - May 2016 | 1 |
| Michigan State University | East Lansing, MI | Aug 2011 - May 2016 | 4 |
| Landgreen Lawncare | Traverse City, MI | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- CO
-
Total Assets Under Management2,476MILLIONS
-
Total Number of Accounts788ACCOUNTS
-
Average Account Value$3,142,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CO, DC, KS, MD, NE, NY, OK, TX, VA
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