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Thomas Scott Ramsett

Intrua Financial

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About Thomas Scott Ramsett

Thomas Scott Ramsett is a financial advisor with Intrua Financial. Thomas has been in the industry since 1998 and is registered in multiple states. Thomas has previously worked with Wells Fargo Advisors Financial Network, LLC and A.G. Edwards & Sons, Inc. Thomas provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Thomas Ramsett is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Ramsett’s Registration & Firm History

WI

01/01/2025 - Present

Intrua Financial (Brookfield WI)

WI

03/05/2010 - 05/16/2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BROOKFIELD WI)

WI

01/01/2008 - 03/08/2010

WELLS FARGO ADVISORS, LLC (ELKHORN WI)

WI

03/16/2001 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ELKHORN WI)

MO

07/28/1998 - 04/06/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 10/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Scott Ramsett.
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