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Thomas William Anderton

626 Financial, LLC

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About Thomas William Anderton

Thomas Anderton is a financial advisor with 626 Financial, LLC. Thomas has been in the industry since 2006 and has experience in a variety of areas, including financial planning, portfolio management, and pension consulting. Thomas is also a Certified Financial Planner. 626 Financial, LLC is a financial advisory firm based in Portage, Michigan. They offer a variety of services, including financial planning, investment management, and retirement planning. The firm has a strong commitment to providing personalized service to their clients.

Firm Information

Thomas Anderton is currently registered with 626 Financial, LLC. 626 Financial, LLC is an investment advisor registered with the SEC and located in Portage, Michigan. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. 626 Financial has approximately $287 million in regulatory assets under management and a team of 3 licensed agents and 5 investment adviser representatives. They are also participants in wrap fee programs.
626 Financial, LLC

7950 MOORSBRIDGE ROAD

PORTAGE, MI 49024

$287.21M

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Thomas Anderton’s Registration & Firm History

MI

03/31/2021 - Present

626 Financial, LLC (PORTAGE MI)

MI

02/22/2018 - 09/16/2021

LPL FINANCIAL LLC (PORTAGE MI)

MI

08/11/2006 - 02/23/2018

OPPENHEIMER & CO. INC. (KALAMAZOO MI)

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Licenses & Designations

IA

Issued 02/08/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas William Anderton.
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