TD
CFP
TD
CFP

Thomas Deichert

41 Years of Experience
Poulsbo, WA
BrokerSells Insurance

Thomas Deichert is a CFP-designated registered investment advisor at Wealth Solutions by Design, PLLC, based in Poulsbo, WA, with 41 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

18697 State Highway 305 Northeast, Poulsbo, WA, 98370

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas sells fixed insurance products and provides tax preparation services. The insurance sales are investment-related and both activities are conducted from the branch location.

Employment History
Current Registrations
Wealth Solutions by Design, PLLC
August 2019 - Present · 6 yrs 9 mos
Commonwealth Financial Network
May 2016 - Present · 10 yrs
Commonwealth Financial NetworkBroker
May 2016 - Present · 10 yrs
Previous Registrations
Cetera Advisor Networks LLC
September 1996 - May 2016 · 19 yrs 8 mos
Advantage Financial Group, INC
January 1991 - August 2006 · 15 yrs 7 mos
Cetera Advisor Networks LLCBroker
November 1989 - May 2016 · 26 yrs 6 mos
Century Investors of America, INC.Broker
May 1984 - November 1989 · 5 yrs 6 mos
State Registrations30 states
AKARAZCACOFLHIIAIDILINKYMEMIMNMTNCNMNVNYOKORPATNTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.