TS
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Tomek Andrzej Siwiec

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
459 clients
Average Client Portfolio
$686K average
Assets Under Management
$315.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

4403 S Thompson St, Ste 1, Springdale, AR, 72764

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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 ActivitiesSells Insurance

Tomek has been an insurance agent since 2006, dedicating a few hours per week to this activity. Tomek also owns Touchstone Financial, LLC, a holding company established in 2019 to receive compensation from New Wave Wealth Advisors, LLC, which requires minimal time.

Employment History
Current Registrations
New Wave Wealth Advisors
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Sowell Management
October 2019 - December 2022 · 3 yrs 2 mos
Arvest Wealth Management
February 2006 - October 2019 · 13 yrs 8 mos
Arvest Wealth ManagementBroker
April 2005 - October 2019 · 14 yrs 6 mos
State Registrations3 states
ARMOTX
Advisor
Exams
No exam information available for this advisor.