Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Karp is a financial advisor with over 24 years of experience in the industry. Thomas has a strong track record of success in providing financial planning and investment management services to individuals and families. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Osaic Wealth, Inc. in Minnesota, and registered with the SEC as an investment advisor representative. In addition to Thomas's work with Osaic Wealth, Inc., Thomas is also the owner of Karp Financial Advisors, Inc. which provides tax preparation services to individuals and families.
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
MN
09/01/2023 - Present
Osaic Wealth, Inc. (ST PAUL MN)
MN
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST PAUL MN)
AZ
08/10/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 8/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2000
Series 7 - General Securities Representative Examination
BC
Issued 8/7/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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