Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Cobblestone Capital Advisors, LLC

location

ROCHESTER, NY

0 Disclosures

ADVISOR BIO

Thomas Edward Bolt is an Investment Advisor Representative at Cobblestone Capital Advisors, LLC. Thomas is registered with the state of New York and has been in the industry since December 2022. Thomas has a Series 65 license. Prior to joining Cobblestone Capital Advisors, LLC, Thomas worked at The Webb Law Firm and Marge's Lakeside Inn. Thomas specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Selection of Other Advisers.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

Dallas, TX

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Bjornstrom is a financial advisor with Goldman Sachs & Co. LLC. Thomas has been in the industry since August 24, 2014 and is licensed in all 50 states, Washington D.C. and Puerto Rico. Thomas has passed multiple industry exams including Series 3, Series 7, Series 57TO and SIE. Thomas has a focus on providing financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

FLORHAM PARK, NJ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Vernon Collins is a registered representative with RBC Capital Markets, LLC, with over 17 years of experience in the financial services industry. Thomas has been with RBC Capital Markets, LLC since October 2012 and has prior experience with firms such as Comprehensive Asset Management and Servicing, Inc., Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc. Thomas holds Series 66, Series 7 and SIE licenses and specializes in providing financial planning and investment advice to a wide range of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, state or municipal government entities, and other financial institutions. Thomas is also a partner in Paradigm Hotel Group, LLC, which owns, operates, and leases hotel properties.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Columbia Management Investment Advisers, LLC | CFP ® (Certifications)

location

Lutherville, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Bloomer is a financial professional with over 17 years of experience in the financial services industry. Thomas is currently registered with Columbia Management Investment Advisers, LLC as an investment advisor representative. Thomas also has previous registrations with Franklin Distributors, LLC, Russell Financial Services, Inc., MFS Fund Distributors, Inc., and T. Rowe Price Investment Services, Inc. Thomas holds the Series 6, 7, 63, 65, and 66 licenses and the SIE designation. Thomas's specialties include investment advisory services for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cresset Asset Management, LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Thomas Carrier McKeown is an Investment Advisor Representative with Cresset Asset Management, LLC based in Chicago, IL. Thomas joined Cresset in December 2021, prior to this, they worked at Fidelity Brokerage Services LLC. Thomas is a Certified Financial Planner and holds the Series 63, Series 66 and Series 7 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cibc Private Wealth Advisors, Inc.

location

Chicago, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Bridges is a financial advisor registered with CIBC Private Wealth Advisors, Inc. Thomas has been in the financial services industry since 1999 and has experience working with a variety of clients including individuals, corporations, and charitable organizations. Thomas's previous employers include GNV Advisors, LLC and William Blair & Company L.L.C.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INDEX PROVIDER
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

DALLAS, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Caskey is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Thomas has been a registered representative for over a year, and has experience with a wide range of financial products and services. Thomas is registered in 48 states, and specializes in offering investment advice to individuals, businesses, and investment clubs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Thomas Hoover is an investment advisor representative at Fisher Investments with over two years of experience in the industry. Thomas previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated as an investment advisor representative. Thomas has a Series 66 license as well as a Series 7 and a Series SIE. Thomas focuses on providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BOK Financial Securities, Inc.

location

Tulsa, OK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Thomas David Dewall is a registered representative with Bok Financial Securities, Inc. in Tulsa, OK. Thomas has been in the financial services industry since January 28, 2022, and is licensed to sell securities in Oklahoma. Thomas has passed the Series 7TO, Series 63, and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

O'FALLON, IL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Mulherin is a financial advisor with Stifel, Nicolaus & Company, Inc. He has been in the financial services industry since 1997. Thomas has a Series 6, 7, 31 and 63 license as well as a Series 65. Thomas has experience with portfolio management for individuals, businesses, and pooled investment vehicles. He has provided financial planning services since 2006. Thomas is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Illinois, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Thomas is also a member of the St. John's Lutheran Church Endowment Committee and the Southwestern Illinois College Foundation Board.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?