Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kast Walke is a financial advisor who has been in the industry for over 13 years. Thomas is currently registered with LPL Financial LLC in Boise, Idaho. Thomas has also been registered with U.S. BANCORP INVESTMENTS, INC., WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC. Thomas holds Series 66, SIE, and Series 7 licenses. He is also registered as an investment advisor representative in Idaho, Florida, Utah, and Washington.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ID
10/05/2020 - Present
LPL Financial LLC (BOISE ID)
ID
10/23/2018 - 10/01/2020
U.S. BANCORP INVESTMENTS, INC. (IDAHO FALLS ID)
GA
11/07/2013 - 02/21/2018
WELLS FARGO CLEARING SERVICES, LLC (CUMMING GA)
GA
08/07/2012 - 11/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
ID
01/03/2011 - 07/17/2012
WELLS FARGO ADVISORS, LLC (IDAHO FALLS ID)
ID
03/26/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (IDAHO FALLS ID)
ID
05/14/2008 - 11/24/2008
WELLS FARGO INVESTMENTS, LLC (REXBURG ID)
BOTH
Issued 09/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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