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
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Thomas Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James N. Thomas
CRD#: 4627999
Land O'Lakes, WI

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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