Thomas Repaskey
Thomas Repaskey is a registered investment advisor at Cardinal Financial Consultants, LLC, based in Okemos, MI, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 84 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may vary based on portfolio size and services requested.
Fee Estimator
Location
4295 Okemos Rd #120,, Okemos, MI, 48864
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2000Regulatory
September 1987Employment Separation After Allegations
August 1987Customer Dispute
April 1987Other Business Activities
Thomas is the chairman and 15% owner of Polymer Composit Technologies, Inc., a manufacturer and seller of plastic pallets, tier sheets, and radiant heating systems since 1997. He dedicates about half his time to this activity.
Employment History
Current Registrations
Cardinal Financial Consultants, LLC
Advisor Share Wealth Management, LLC
Previous Registrations
Advisor Share Wealth Management, LLC
Spc
Cardinal Financial Consultants, LLC
Summit Brokerage Services, INC.Broker
Cambridge Group Investments, LTD.Broker
Mcdonald Investments INC.Broker
First of Michigan CorporationBroker
Prescott, Ball & Turben, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.