Thomas Financial Planning, LLC
Thomas Financial Planning, LLC (CRD# 120726) is a financial advisory firm headquartered in , . They manage $18,028,487 in 10 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Thomas Financial Planning, LLC
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$1,802,849
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, WI
Financial Advisors at Thomas Financial Planning, LLC
1
James Thomas (CRD# 4627999) is an Investment Advisor Representative working at Thomas Financial Planning, LLC in Land O'Lakes, WI and has 1 year of experience in the finance industry.
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