Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Behr is a financial advisor registered with Beacon Pointe Advisors, LLC. He is a Certified Financial Planner® professional. Thomas has been in the industry since 1994 and has experience working with individuals, businesses, and institutions. He currently has a registration in Indiana. Thomas has a background in insurance, having worked in the industry for over 20 years.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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2
IN
10/03/2023 - Present
Beacon Pointe Advisors, LLC (Indianapolis IN)
CO
06/02/2015 - 09/15/2023
LION STREET FINANCIAL, LLC (Fort Collins CO)
CO
03/05/2009 - 06/03/2015
NFP ADVISOR SERVICES, LLC (FORT COLLINS CO)
CO
09/25/2001 - 02/06/2007
RMIN SECURITIES, INC. (FT. COLLINS CO)
VA
07/31/2000 - 09/10/2001
ELITE INVESTMENTS, LLC (RICHMOND VA)
TX
10/16/1998 - 08/18/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IN
06/01/1998 - 10/16/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/24/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 03/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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