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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Paul Thomas is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Christopher Thomas is also a registered investment advisor representative in Texas and Wisconsin. Christopher Thomas has been in the industry since September 1999. Christopher Thomas has passed the Series 63, Series 65 and Series 7 exams. Christopher Thomas has been employed with Wealth Enhancement Advisory Services, LLC since January 2021. Prior to that, Christopher Thomas was employed with SVA Plumb Wealth Management, LLC. Christopher Thomas has worked for Charles Schwab & Co., Inc. Christopher Thomas's areas of expertise include: retirement planning, education planning, investment management and wealth management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
01/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
TX
09/27/1999 - 10/13/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 09/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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