Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Cladis is a registered representative with Gill Capital Partners, LLC. Tom has been in the securities industry since 1983. Tom is licensed to provide investment advice in Colorado, California and Wyoming. The firm specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm's client base consists primarily of high net worth individuals, pension and profit sharing plans, individuals other than high net worth, and corporations or other businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
02/02/1989 - Present
Gill Capital Partners, LLC (DENVER CO)
NA
03/28/1983 - 04/16/1988
BOETTCHER & COMPANY, INC.
NA
06/02/1982 - 12/09/1982
ISAAK BOND INVESTMENTS, INC.
BC
Issued 09/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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