TB
TB
Thomas Blasen
18 Years of Experience
Okemos, MI
2 DisclosuresBroker
Thomas Blasen is a registered investment advisor at Blasen Capital Markets Group, LLC, based in Okemos, MI, with 18 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3887 Okemos Rd, A4, Okemos, MI, 48864
Get directionsHistory
Regulatory History (2)
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Criminal
August 2019Final Disposition
Judgment / Lien
October 2014Employment History
Current Registrations
Blasen Capital Markets Group, LLC
November 2025 - Present · 6 mos
Finalis Securities LLC
March 2024 - Present · 2 yrs 2 mos
Finalis Securities LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Cambridge Digital Asset Group
July 2023 - December 2023 · 5 mos
Cambridge Group Investments, LTD.Broker
November 1999 - October 2007 · 7 yrs 11 mos
Mcdonald & Company Securities, INC.Broker
January 1990 - November 1995 · 5 yrs 10 mos
Shearson Lehman Hutton INC.Broker
February 1988 - January 1990 · 1 yr 11 mos
E. F. Hutton & Company INCBroker
June 1987 - February 1988 · 8 mos
State Registrations1 state
MI
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.