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Tomasz John Cymer

Opulen Financial Group, LLC

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About Tomasz John Cymer

Tomasz Cymer is a financial advisor with Opulen Financial Group, LLC, based in Arlington, VA. Tomasz has been in the financial services industry since 2006. Tomasz is a Certified Financial Planner and Chartered Financial Analyst. Tomasz has experience working with high-net-worth individuals and other individuals. Tomasz offers a range of services including financial planning, educational seminars, and portfolio management for individuals.

Firm Information

Tomasz Cymer is currently registered with Opulen Financial Group, LLC. Opulen Financial Group, LLC is an investment advisor registered with the SEC and located in Arlington, VA. They provide financial planning, pension consulting, educational seminars, and portfolio management for individuals. The firm has 1 licensed agent and 1 investment advisor representative and manages approximately $138,560,000 in assets for 595 clients.
Opulen Financial Group, LLC

3033 WILSON BLVD

ARLINGTON, VA 22201

$138.56M

Assets Under Management

3

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Tomasz Cymer’s Registration & Firm History

VA

01/15/2015 - Present

Opulen Financial Group, LLC (ARLINGTON VA)

VA

05/26/2009 - 04/24/2015

NEXT FINANCIAL GROUP, INC. (ARLINGTON VA)

VA

03/30/2006 - 06/01/2009

AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)

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Licenses & Designations

BOTH

Issued 04/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Tomasz John Cymer. Review regulatory record here.
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