Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kroehle is a financial advisor with Osaic Wealth, Inc., a financial services firm headquartered in Scottsdale, Arizona. Thomas has over 20 years of experience in the financial services industry. Thomas has a broad range of experience and focuses on providing financial planning, portfolio management, and other services to individuals, families, and businesses. Thomas holds Series 66 and Series 7 securities licenses and is registered to offer advisory services in 29 states and the District of Columbia. Thomas has extensive experience and knowledge of special needs planning and can provide trusted advice to families with special needs individuals.
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.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
03/31/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Addison TX)
TX
01/20/2005 - 04/05/2017
KESTRA INVESTMENT SERVICES, LLC (ADDISON TX)
NE
07/16/2003 - 01/07/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
08/13/2001 - 07/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 09/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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