Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Haug is a financial advisor who has been in the industry since 2013. He holds the Series 7 and Series 65 licenses and is a Certified Financial Planner. Thomas is currently registered with The Colony Group, LLC in Missouri. He has previously worked at Edward Jones in St. Louis, MO. Thomas has specialized in helping individuals, families, businesses, and charitable organizations with a wide range of financial planning needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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 prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
MO
08/13/2013 - 10/09/2013
EDWARD JONES (ST LOUIS MO)
IA
Issued 04/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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