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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wolford is a financial advisor with Edelman Financial Engines. He has been in the industry since 1993 and is licensed to offer investment advice in Kansas and Texas. His background includes experience at Cambridge Investment Research, Inc. and Perkins, Smart & Boyd, Inc. Thomas has passed numerous securities exams, including the Series 65, Series 63, and Series 7, and is a Certified Financial Planner. He provides a range of financial services, including financial planning, portfolio management, and educational seminars.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
KS
03/22/2017 - Present
Edelman Financial Engines (WICHITA KS)
KS
03/15/2007 - 06/25/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (WICHITA KS)
KS
02/01/1995 - 03/15/2007
PERKINS, SMART & BOYD, INC. (WICHITA KS)
NA
04/29/1993 - 02/02/1995
BROWN CHURCH SECURITIES, INC.
IA
Issued 08/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/04/1994
Series 4 - Registered Options Principal Examination
BC
Issued 06/10/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 03/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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