TL
TL

Thomas Landis

20 Years of Experience
Canton, MI
Broker

Thomas Landis is a registered investment advisor at Wells Fargo Advisors, based in Canton, MI, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

5840 N Canton Center Rd., Suite 262, Canton, MI, 48187

Get directions

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.

Learn about disclosures →
Other Business Activities

Thomas owns 100% of Landis Wealth Management, LLC, dedicating full-time hours to the firm. He also serves as President of Belleville Lakefront Condominium Association, spending minimal time on board meetings and related activities.

Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Stratos Wealth Partners, LTD
June 2015 - July 2015 · 1 mo
LPL Financial LLC
July 2011 - May 2022 · 10 yrs 10 mos
Jfr Financial Services, INC.
November 2010 - October 2013 · 2 yrs 11 mos
LPL Financial LLCBroker
October 2010 - May 2022 · 11 yrs 7 mos
Cambridge Investment Research Advisors, INC.
September 2010 - November 2010 · 2 mos
Cambridge Investment Research, INC.Broker
April 2010 - November 2010 · 7 mos
Mesirow Financial, INC.Broker
April 2005 - March 2010 · 4 yrs 11 mos
State Registrations12 states
AZCOFLGAILMINCNVNYOHOKTN
AdvisorBrokerBoth

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
No exam information available for this advisor.