Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Michael Wright is a financial advisor who has been in the industry since 2004. Thomas is currently registered with KPP Advisory Services LLC, an independent investment advisor firm. Prior to joining KPP Advisory Services LLC, Thomas worked for Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas holds the Series 7, Series 63, Series 66 and SIE licenses and offers financial planning, portfolio management and pension consulting services to individuals, high net worth individuals, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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KY
01/30/2019 - Present
KPP Advisory Services LLC (LOUISVILLE KY)
KY
10/05/2009 - 06/11/2012
AMERIPRISE FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
01/09/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LOUISVILLE KY)
KY
03/31/2006 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
KY
05/11/2004 - 04/05/2006
EDWARD JONES (MT WASHINGTON KY)
BOTH
Issued 07/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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