TS
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Tom Howard Sleeter

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
302 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$346.9M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$800
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Location

110 W Streetsboro St., Suite 1A, Hudson, OH, 44236

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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 Activities

Tom is involved in several outside business activities, including farming operations (SLEETER FARMS NEBRASKA, INC and SLEETER FAMILY FARM CORPORATION), a valuation studies business (HEARTLAND CAPITAL RESOURCES, INC), a real estate rental (SLEETER-DRUMMOND LLC), and two non-profit organizations (ESPANORE ISLAND CLUB and NORTH PROVIDENCE RIDGE CEMETARY ASSOCIATION). These activities take minimal time overall.

Employment History
Current Registrations
Ruggaard & Associates
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
October 2018 - December 2021 · 3 yrs 2 mos
Total Clarity Wealth Management, INC
April 2007 - December 2022 · 15 yrs 8 mos
Financial Network Investment Corporation
October 2003 - December 2012 · 9 yrs 2 mos
Cetera Advisor Networks LLCBroker
April 1999 - October 2018 · 19 yrs 6 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.