Thomas Kuharski, financial advisor Watertown CT
93 score

Thomas Kuharski

CRD Number: 1995479
Current Firm: Cuna Brokerage Services, Inc.

Thomas Kuharski (CRD# 1995479) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Watertown, CT and has over 18 years of experience in the finance industry.

Similar Advisors
James Thibault, financial advisor Watertown CT
James A. Thibault
CRD# 4837211
Barron Financial Group, LLP
Score
105
Similar Advisors
Thomas Beirne III, financial advisor Watertown CT
Thomas Beirne III
CRD# 2481521
Halsey Associates Inc.
Score
101
Similar Advisors
Geoffrey Kanner, financial advisor Watertown CT
Geoffrey I. Kanner
CRD# 1975417
Kanner Financial Services LLC
Score
101
Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Nov 2012 - Current 4
Cuna Brokerage Services, Inc. Waverly, IA Nov 2012 - Current 4
None Southington, CT Aug 2012 - Oct 2012 < 1
Lpl Financial Charlotte, NC May 2011 - Aug 2012 1
First Niagara Securities East Haven, CT May 2011 - Aug 2012 1
Newalliance Investments Inc. New Haven, CT Aug 2007 - May 2011 3
Metlife Insurance Co Shelton, CT Jun 2006 - Aug 2007 1
Metlife Securities Inc. Shelton, CT Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Thomas S. Kuharski
Phone Number: 319-352-4090
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.