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Thomas Gregory Darden

JIM Saulnier & Associates, LLC

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About Thomas Gregory Darden

Thomas Darden is a financial advisor with Jim Saulnier & Associates, LLC located in Fort Collins, CO. Thomas has been in the financial industry for 10 years and has experience with a variety of financial products and services. He holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Thomas is also a licensed insurance agent. Thomas Darden helps individuals and families with a wide range of financial planning needs, including retirement planning, college savings, and estate planning. He is committed to providing personalized advice and working with clients to achieve their financial goals. Thomas worked previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones.

Firm Information

Thomas Darden is currently registered with JIM Saulnier & Associates, LLC. JIM Saulnier & Associates, LLC is a financial advisor based in FORT COLLINS, CO. The firm advises individuals, charitable organizations and high-net-worth individuals. JIM Saulnier & Associates, LLC manages approximately $116.44 million in client assets. The firm's services include financial planning, selection of other advisors, and portfolio management for individuals.
JIM Saulnier & Associates, LLC

506 EAST MULBERRY ST

FORT COLLINS, CO 80524

$116.44M

Assets Under Management

48

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Thomas Darden’s Registration & Firm History

CO

09/13/2019 - Present

JIM Saulnier & Associates, LLC (FORT COLLINS CO)

NC

08/23/2016 - 09/22/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DURHAM NC)

MO

04/13/2016 - 06/14/2016

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Gregory Darden.
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