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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Karsten is an investment advisor representative at Cerity Partners LLC in Fort Worth, Texas. He is also a Registered Representative with BD4RIA, Inc. Thomas has been in the financial services industry since 1993. He holds a Series 6, 7, 24, and 63 license as well as the SIE exam. He is also a Certified Financial Planner. He has experience working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, and individuals other than high-net-worth. Thomas offers a variety of financial planning services, including portfolio management, tax services, bill pay, selection of other advisors, and educational seminars.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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 calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/01/2019 - Present
Cerity Partners LLC (FORT WORTH TX)
TX
03/08/2018 - 02/17/2023
BD4RIA, INC. (FORT WORTH TX)
TX
05/25/2012 - 04/25/2018
TRIAD ADVISORS LLC (FORT WORTH TX)
TX
05/14/2010 - 05/25/2012
DEWAAY FINANCIAL NETWORK, LLC (FORT WORTH TX)
TX
01/22/1993 - 05/14/2010
H.D. VEST INVESTMENT SERVICES (FORT WORTH TX)
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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