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Rudy Merl Thomas

Fairway Asset Management, LLC

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About Rudy Merl Thomas

Rudy Merl Thomas is an investment advisor representative at Fairway Asset Management, LLC. Rudy Thomas has been in the industry since 1992. Rudy Thomas is registered with the state of Iowa. Rudy Thomas is also a Managing Partner of Fairway Asset Management Holdings, LLC, and Fairway Insurance Services, LLC.

Firm Information

Rudy Thomas is currently registered with Fairway Asset Management, LLC. Fairway Asset Management, LLC is an investment advisor with 1 licensed agent and 3 investment adviser representatives. The firm manages approximately $93.08 million in assets for 60 clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans. They offer portfolio management services for individuals and businesses.

$93.08M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Rudy Thomas’s Registration & Firm History

NE

05/05/2009 - Present

Fairway Asset Management, LLC (OMAHA NE)

NE

01/09/2003 - 09/27/2006

SPECTRUM CAPITAL, INC. (OMAHA NE)

NY

05/28/1997 - 07/22/2002

AMERICA FIRST PROGRAMS, L.L.C. (NEW YORK NY)

NY

09/12/1994 - 11/18/1996

LAFFER ADVISORS INCORPORATED (NEW YORK NY)

NY

04/15/1993 - 09/07/1994

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/05/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/1993

Series 7 - General Securities Representative Examination

BC

Issued 02/28/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rudy Merl Thomas.
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