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Thomas Edward Gilbers

Aldrich Wealth LP

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About Thomas Edward Gilbers

Thomas Gilbers is an investment advisor representative with Aldrich Wealth LP located in Lake Oswego, OR. Thomas has been in the industry since February 2013, and holds the following licenses: Series 7, Series 66 and SIE. Previously Thomas was a representative at Stifel, Nicolaus & Company, Incorporated. Thomas is a Certified Financial Planner and specializes in retirement planning, college savings plans, estate planning, insurance and long-term care planning.

Firm Information

Thomas Gilbers is currently registered with Aldrich Wealth LP. Aldrich Wealth LP is an investment advisor based in LAKE OSWEGO, OR. The firm manages approximately $5.57 billion in assets for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Their services include financial planning, portfolio management, pension consulting, and tax services.
Aldrich Wealth LP

5665 SW MEADOWS RD

LAKE OSWEGO, OR 97035

$5.57B

Assets Under Management

4

Total Clients

24

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.

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tax services

Tax services

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 Gilbers’s Registration & Firm History

OR

01/15/2020 - Present

Aldrich Wealth LP (LAKE OSWEGO OR)

MO

02/14/2013 - 08/07/2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/13/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Gilbers.
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