Thomas PolzinCRD Number: 1029778
Current Firm: Mpc Advisers, LLC
Thomas Polzin (CRD# 1029778) is an Investment Advisor Representative working at Mpc Advisers, LLC in Venice, FL and has over 24 years of experience in the finance industry. Thomas Polzin 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.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Mpc Advisors, LLC||Brookfield, WI||Feb 2011 - Current||5|
|Girard Securities, Inc.||San Diego, CA||Feb 2011 - Current||5|
|Matrise, Polzin & Company||Brookfield, WI||Nov 1982 - Current||33|
|Securian Financial Services, Inc.||Greenfield, WI||Nov 1987 - Feb 2011||23|
|Minnesota Life Insurance Company||St Paul, MN||Nov 1987 - Feb 2011||23|
|Charter Services Of Wi, Inc.||Brookfield, WI||Oct 2004 - Sep 2008||3|
|Thomas G Polzin||Brookfield, WI||Aug 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1992|
Total Assets Under Management336MILLIONS
Total Number of Accounts1,700ACCOUNTS
Average Account Value$197,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, LA, MI, MN, OR, TX, WA, WI
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