Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Phelan is a registered Investment Advisor Representative with Impact Partnership Wealth, LLC in Plano, Texas. Thomas also has a registration with Blue Monarch Financial Inc. in Greenville, Texas. He is a Series 65 holder who has passed the Uniform Investment Adviser Law Examination. Thomas has been in the financial services industry for over 10 years and has experience working with clients of various backgrounds. Thomas provides various financial planning and investment advisory services, including financial planning, educational seminars, and portfolio management for individuals. Thomas has experience working with high-net-worth individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
03/08/2024 - Present
Impact Partnership Wealth, LLC (Plano TX)
IA
Issued 02/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Thomas Phelan is the right advisor for you? Invested Better is here to help.
