Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Pence is an Investment Advisor Representative with Sapient Capital LLC located in Indianapolis, Indiana. Thomas has been in the industry for over 20 years and has experience with both individual and institutional clients. He is also a Chartered Financial Analyst. Thomas has a strong background in financial planning, portfolio management, and selection of other advisors. In addition to his work at Sapient Capital LLC, Thomas has other business activities, including involvement with the Eskenazi Health Foundation, the Indianapolis Museum of Art, and MIca Partners LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
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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IN
02/17/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IN
02/09/2017 - 03/17/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
WI
11/01/2000 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IN
02/04/1992 - 10/16/2000
CONSECO EQUITY SALES, INC. (CARMEL IN)
BC
Issued 02/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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