Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Sweet is a financial advisor with Packerland Brokerage Services, Inc. Thomas has been in the industry since 1981 and has a broad range of experience. Thomas specializes in financial planning and investment management. He is also registered with the state of Wisconsin as an Investment Advisor Representative and is qualified to provide investment advice to individual clients, families, and businesses. Thomas Sweet has held previous roles at KESTRA INVESTMENT SERVICES, LLC, LPL FINANCIAL LLC, ASSOCIATED INVESTMENT SERVICES, INC., NEW ENGLAND SECURITIES, WMA SECURITIES, INC., INTERSECURITIES, INC., WELLINGTON INVESTMENT SERVICES CORP., EQUITY SERVICES, INC., WINDSOR EQUITY CORPORATION, DREHER & ASSOCIATES, INC., MILLER FINANCIAL CORP., CONNECTICUT MUTUAL FINANCIAL SERVICES, INC., NEL EQUITY SERVICES CORPORATION, MUTUAL BENEFIT FINANCIAL SERVICE COMPANY, AII, LTD., IDS LIFE INSURANCE COMPANY, IDS MARKETING CORPORATION, and INVESTORS DIVERSIFIED SERVICES, INC.
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.
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.
1
2
WI
01/15/2025 - Present
Packerland Brokerage Services, Inc. (Hartford WI)
WI
01/11/2019 - 08/11/2020
KESTRA INVESTMENT SERVICES, LLC (WAUKESHA WI)
WI
02/20/2018 - 12/31/2018
PACKERLAND BROKERAGE SERVICES, INC. (HARTFORD WI)
WI
01/26/2015 - 02/23/2018
LPL FINANCIAL LLC (HARTLAND WI)
WI
04/16/2014 - 01/23/2015
ASSOCIATED INVESTMENT SERVICES, INC. (MENOMONEE FALLS WI)
WI
12/16/1998 - 04/14/2014
NEW ENGLAND SECURITIES (BROOKFIELD WI)
GA
06/06/1994 - 12/04/1998
WMA SECURITIES, INC. (DULUTH GA)
FL
10/12/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
WI
06/06/1989 - 06/23/1993
WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)
NA
05/13/1988 - 06/17/1989
EQUITY SERVICES, INC.
NA
03/10/1988 - 03/21/1988
WINDSOR EQUITY CORPORATION
NA
11/13/1986 - 03/16/1988
DREHER & ASSOCIATES, INC.
NA
07/24/1986 - 12/13/1986
MILLER FINANCIAL CORP.
NA
01/16/1986 - 07/15/1986
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
05/20/1983 - 02/12/1986
NEL EQUITY SERVICES CORPORATION
NA
11/20/1981 - 05/12/1983
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
11/26/1980 - 09/11/1981
AII, LTD.
NA
08/31/1979 - 01/31/1981
IDS LIFE INSURANCE COMPANY
NA
08/31/1979 - 01/31/1981
IDS MARKETING CORPORATION
NA
08/31/1979 - 01/31/1981
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 06/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/16/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Sweet is the right advisor for you? Invested Better is here to help.
