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John Michael Thomas

Correll Co. Investment Services Corp.

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About John Michael Thomas

John Michael Thomas is a registered representative with Correll Co. Investment Services Corp., located in Bolivar, Missouri. John has been in the financial services industry since 2006 and has experience with securities and investment advisory services. John is registered with the following states: Arizona, Arkansas, Florida, Iowa, Minnesota, Missouri, and Texas. John also holds the Series 7, Series 24, Series 63, and Series 66 securities licenses as well as the SIE exam.

Firm Information

John Thomas is currently registered with Correll Co. Investment Services Corp.. Correll Co. Investment Services Corp. is a Corporation formed in December 1995. The firm is registered with the SEC and 16 states, and has a total of 260,311,837 in regulatory assets under management. They offer investment advisory services including pension consulting and portfolio management for individuals. Their client base includes pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

$260.31M

Assets Under Management

79

Total Clients

8

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Thomas’s Registration & Firm History

MO

10/17/2017 - Present

Correll Co. Investment Services Corp. (Bolivar MO)

MO

08/05/2008 - 10/17/2017

INVESTMENT CENTERS OF AMERICA, INC. (BOLIVAR MO)

MO

02/20/2006 - 06/30/2008

SECURITIES SERVICE NETWORK, INC. (SPRINGFIELD MO)

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Licenses & Designations

BOTH

Issued 10/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Michael Thomas.
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