Thomas Wyatt
Thomas Wyatt is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Columbus, OH, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
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Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
8425 Pulsar Place, Suite 450, Columbus, OH, 43240
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Regulatory History (1)
Customer Dispute
December 2019Other Business ActivitiesSells Insurance
Thomas is involved in several business activities, including consulting on retirement plans, providing legal services, and serving on the SFSP National Foundation Board. He also has ownership interests in Lifetime Financial Growth of Central Ohio and LFG of Ohio, LLC, and is a minority partner in Structured Employee Benefits of Ohio / LFG Benefits, specializing in group and health insurance.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations48 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.