Thomas Petrus
Thomas Petrus is a registered investment advisor at Independent Financial Partners, based in Avon Lake, OH, with 23 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
Avon Lake, OH
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2021Customer Dispute
March 2011Customer Dispute
July 2003Customer Dispute
February 2001Customer Dispute
January 2000Other Business ActivitiesSells Insurance
Thomas owns rental property through The Pilgrim Properties LLC, dedicating minimal time to it. He also operates under the DBA Harbor Wealth Advisors and works as an agent for Pinnacle Group, selling and servicing fixed insurance and fixed annuities for a few hours per week.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLC
Ifp Securities, LLCBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
National City Investments CorporationBroker
State Registrations12 states
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.