Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Blumer is a financial professional with over 27 years of experience in the financial services industry. Thomas is a registered representative of The Wealth Consulting Group, an independent investment advisor firm, and is also a registered investment advisor with WCG Wealth Advisors, LLC. Thomas has a wide range of experience in providing financial planning and investment advisory services to individuals, families, and businesses. Thomas specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Thomas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
KS
07/19/2023 - Present
THE Wealth Consulting Group (Overland Park KS)
KS
02/29/2008 - 08/03/2009
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
KS
07/02/2003 - 03/03/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
MO
02/10/1998 - 07/02/2003
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
NY
12/07/1995 - 02/12/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2003
Series 4 - Registered Options Principal Examination
BC
Issued 08/15/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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