Thomas Cosinuke is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Bradenton, FL, with 46 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Bradenton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas serves as trustee or co-trustee for multiple family members' investment-related accounts, spending minimal time on these activities. He is also a successor trustee for the Allen Stiles Revocable Trust, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Sentinel Financial Services CompanyBroker
Equity Services, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations23 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.
Exams
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