Thomas Launer
Thomas Launer is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in St. Mary'S, PA, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
357 Brussels Street, St. Mary'S, PA, 15857
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Regulatory History
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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Thomas is a Pennsylvania Notary Public since 2016 and serves on the Board of Directors for the Clarion University Alumni Association. He also holds positions as Trustee for the Kane Masonic Lodge, President Elect for the Clarion University Alumni Association, and Treasurer for the St Marys Junior Olympic Wrestling Association, dedicating minimal time to each.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
State Registrations23 states
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