Thomas Kirchner is a registered investment advisor at &partners, based in Terre Haute, IN, with 29 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
4600 South Springhill Junction Street, Terre Haute, IN, 47802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a partner at Viribus Wealth Management, LLC, the holding company for their wealth management practice, dedicating a few hours per week. He is also President of Hubner Holdings, LLC, investing in real estate, and President of JTK Holdings, LLC, which receives his commissions and effectively owns his practice, dedicating about a quarter of his time.
Employment History
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations17 states
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