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Thomas Wons

2 Years of Experience
Overland Park, KS
Broker

Thomas Wons is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 2 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7500 College Blvd, Suite 350, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas works as a Junior Analyst for Renaissance Financial, providing research and analytical services. This takes about a quarter of his time, with a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
October 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
October 2023 - Present · 2 yrs 11 mos
State Registrations1 state
KS
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.