Thomas Wiseman, financial advisor Winchester VA
93 score

Thomas Wiseman

CRD Number: 1358050
Current Firm: Wiseman & Associates Wealth Management

Thomas Wiseman (CRD# 1358050) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Winchester, VA and has over 31 years of experience in the finance industry.

Similar Advisors
Stuart Allen, financial advisor Winchester VA
Stuart B. Allen
CRD# 1829040
Planmember Securities Corporation
Score
96
Similar Advisors
Debra Arthur, financial advisor Winchester VA
Debra S. Arthur
CRD# 2346646
Lifemark Securities Corp.
Score
96
Similar Advisors
John Bauserman, financial advisor Winchester VA
John S. Bauserman
CRD# 1140325
Bauserman Financial Services, Inc.
Score
96
Company Name Location Dates Years
Wiseman Wealth, LLC Winchester, VA Sep 2015 - Current 1
Wiseman Wealth, LLC Winchester, VA Oct 2013 - Current 3
Lpl Financial, LLC Winchester, VA Dec 2007 - Current 9
Wiseman And Associates Financial Services, Ltd Winchester, VA Sep 1986 - Current 30
Lpl Financial, LLC Winchester, VA Dec 2007 - Sep 2015 7
American General Securities Incorporated Winchester, VA Sep 1992 - Dec 2007 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Thomas R. Wiseman
Phone Number: 540-722-6403
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $290,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX, VA, WV

Ready to hire a financial advisor? Get competitive proposals from Thomas Wiseman and other 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.