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Thomas Woodrow Rash

Viawealth, LLC

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About Thomas Woodrow Rash

Thomas Woodrow Rash is a financial advisor with Viawealth, LLC. Thomas is registered with the state of Colorado and Minnesota as an Investment Advisor Representative (IAR). He has been in the financial services industry since 1994. Thomas has experience in financial planning, portfolio management, and pension consulting. He also provides advisory services for individuals and businesses. Thomas holds the Series 63, 65, 7, 9, 10, and 31 licenses.

Firm Information

Thomas Rash is currently registered with Viawealth, LLC. Viawealth, LLC is a registered investment advisor based in Leawood, KS. The firm provides financial planning and portfolio management services to individuals and families. They also offer pension consulting and selection of other advisors. Viawealth has $211,924,944 in regulatory assets under management and serves 308 accounts.
Viawealth, LLC

8700 STATE LINE RD

LEAWOOD, KS 66206

$211.92M

Assets Under Management

Not reported

Total Clients

3

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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percentage of assets

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

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Thomas Rash’s Registration & Firm History

KS

01/01/2025 - Present

Viawealth, LLC (LEAWOOD KS)

MN

09/15/1994 - 04/17/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/15/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/28/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/17/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 09/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Woodrow Rash.
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