Thomas Financial Advisors

Thomas Financial Advisors (CRD# 154289) is a financial advisory firm headquartered in Westminster, CO. They manage $32,800,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $618,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Thomas Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Andrew P. Thomas
CRD#: 5807303
8601 Turnpike Drive, Suite 206, Westminster, CO 80031
96
Wealthminder
score

Andrew Thomas (CRD# 5807303) is an Investment Advisor Representative working at Thomas Financial Advisors in Westminster, CO and has over 8 years of experience in the finance industry. Andrew Thomas 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.

2
Patrick E. Thomas
CRD#: 5708581
8601 Turnpike Drive, Suite 206, Westminster, CO 80031
96
Wealthminder
score

Patrick Thomas (CRD# 5708581) is an Investment Advisor Representative working at Thomas Financial Advisors in Westminster, CO and has over 8 years of experience in the finance industry. Patrick Thomas 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.

3
John D. Hartley
CRD#: 6399335
8601 Turnpike Drive, Suite 206, Westminster, CO 80031
90
Wealthminder
score

John Hartley (CRD# 6399335) is an Investment Advisor Representative working at Thomas Financial Advisors in Westminster, CO and has over 3 years of experience in the finance industry.

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