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Thomas Kevin Vetter

Vetter Planning

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About Thomas Kevin Vetter

Thomas Kevin Vetter is a financial advisor with Vetter Planning. Thomas has been in the financial services industry since 2002 and has experience working with a variety of clients, including individuals, high-net-worth individuals, and small businesses. Thomas is a Certified Financial Planner® and holds the Series 6, 7, 63 and 65 licenses. Thomas specializes in financial planning, portfolio management for individuals, and selection of other advisors. Thomas is also registered to provide investment advisory services in New Jersey and New York.

Firm Information

Thomas Vetter is currently registered with Vetter Planning. Vetter Planning is a financial advisor that provides portfolio management for individuals and businesses, as well as financial planning services. They select other advisors for clients and have a total of 106 accounts with $20,262,267 in assets under management. The firm has 1 investment advisor representative and serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.

$20.26M

Assets Under Management

8

Total Clients

1

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 Vetter’s Registration & Firm History

NJ

10/12/2021 - Present

Vetter Planning (RANDOLPH NJ)

NJ

01/30/2014 - 12/31/2015

SAGEPOINT FINANCIAL, INC. (WAYNE NJ)

CA

01/27/2011 - 07/13/2011

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NJ

09/04/2009 - 12/31/2010

TRANSAMERICA FINANCIAL ADVISORS, INC (NORTH CALDWELL NJ)

NJ

01/15/2004 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (NORTH CALDWELL NJ)

NY

06/14/2002 - 01/14/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/04/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/31/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2014

Series 7 - General Securities Representative Examination

BC

Issued 06/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Kevin Vetter.
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