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Thomas Anners Gajdalo

Axxcess Wealth Management, LLC

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About Thomas Anners Gajdalo

Thomas Gajdalo is a financial professional with experience in the industry. Thomas is currently registered with Axxcess Wealth Management, LLC in Texas and has experience with MML Investors Services, LLC. Thomas holds Series 6, 7, 63 and 65 licenses. Thomas is a Certified Financial Planner and a Chartered Financial Consultant. Thomas provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Thomas also offers insurance services through Best Practices of America.

Firm Information

Thomas Gajdalo is currently registered with Axxcess Wealth Management, LLC. Axxcess Wealth Management, LLC is a wealth management firm headquartered in Carlsbad, CA. The firm provides a range of financial planning and investment advisory services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Axxcess Wealth Management, LLC manages approximately $6.5 billion in assets for its clients.
Axxcess Wealth Management, LLC

6005 HIDDEN VALLEY ROAD

CARLSBAD, CA 92011

$6.47B

Assets Under Management

10,745

Total Clients

47

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Gajdalo’s Registration & Firm History

TX

04/16/2022 - Present

Axxcess Wealth Management, LLC (LANTANA TX)

CA

03/16/2012 - 03/10/2014

MML INVESTORS SERVICES, LLC (LA JOLLA CA)

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Licenses & Designations

IA

Issued 04/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/15/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Anners Gajdalo.
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