Thomas Krumenacker
Thomas Krumenacker is a registered investment advisor at UBS Financial Services INC., based in San Diego, CA, with 33 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
600 West Broadway, Suite 2100, San Diego, CA, 92101
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2011Customer Dispute
March 2010Customer Dispute
May 2009Other Business Activities
Thomas is involved with the American Liver Foundation and the Liver Coalition of San Diego. He serves as a patient advocate for the Liver Coalition of San Diego, raising money and awareness for liver disease since 2019.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Prudential Securities IncorporatedBroker
Chatfield Dean & CO., INC.Broker
State Registrations31 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.
Exams
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