Brent D. Thoman

Brent D. Thoman Email and Phone Number

OSJ/Branch Manager at LPL Financial @ LPL Financial
san diego, california, united states
Brent D. Thoman's Location
Shelbyville, Indiana, United States, United States
Brent D. Thoman's Contact Details

Brent D. Thoman work email

Brent D. Thoman personal email

n/a
About Brent D. Thoman

In partnering with our valued clients, our mission is to help them design and implement financial strategies that optimize their resources and enable them to pursue growing and preserving their assets. We reinforce this process through consistent communication and uncompromised client support.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.

Brent D. Thoman's Current Company Details
LPL Financial

Lpl Financial

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OSJ/Branch Manager at LPL Financial
san diego, california, united states
Website:
lpl.com
Employees:
7900
Brent D. Thoman Work Experience Details
  • Lpl Financial
    Osj/Branch Manager
    Lpl Financial Mar 2015 - Present
  • Lpl Financial
    Investment Advisor Representative
    Lpl Financial Jul 2014 - Present
  • Corevision Financial Group
    Partner
    Corevision Financial Group Jan 2015 - Present
    Shelbyville, Indiana 46176
    Wealth creation and preservation is the primary focus CoreVision Financial Group.Without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties and natural calamities.Financial products serve as a medium to help you work towards your objectives. An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best pursue them.Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your financial process - not the first.Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action. Our job is to address them.Maintaining and improving your standard of living, maximizing wealth, helping you prepare for monetary independence in retirement and making sure that your loved ones are always taken care of - these are the goals and the very purpose of the existence of CoreVision Financial Group. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Indiana, Arizona, Alabama, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, Nevada, Ohio, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virgina, Washington, Wisconsin, and West Virginia.
  • Thoman Financial Advisors
    President
    Thoman Financial Advisors Jul 2012 - Dec 2014
    Shelbyville, In
    Thoman Financial Advisors provides services for businesses, the professional, and the individual. Our professional experience in financial services includes retirement and estate planning, tax reduction strategies, college funding and various insurance products.Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We are here to help you gain a better understanding of the financial concepts behind insurance, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.If accurate, prompt, and courteous service is your goal, you have reached your destination. Serving you, THE CLIENT, has been the foundation of our Company from generation to generation.
  • Lincoln Financial Securities
    Investment Advisor Representative
    Lincoln Financial Securities Jul 2005 - Jul 2014
    Securities and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC. Lincoln Financial Securities and Thoman Financial Advisors are not affiliated.
  • Business & Professional Financial Services, Inc.
    Vice President
    Business & Professional Financial Services, Inc. Jun 1999 - Jun 2012

Brent D. Thoman Skills

Fee Based Investment Accounts 401k Rollovers Mutual Funds Stocks Bonds Traditional Ira's Roth Ira's 529 Plans Variable Annuities Fixed Annuities 401k's Retirement Planning Estate Planning Long Term Care Insurance Securities Financial Services Financial Advisory Finra Insurance Marketing Series 7 Life Insurance Retirement Wealth Management Long Term Care Term Life Insurance Strategic Financial Planning Investments Health Insurance Asset Management Small Business Investment Advisory Iras Relationship Management Wealth Management Services Wealth Financial Planners Erisa Investment Strategies Employee Benefits Series 63

Brent D. Thoman Education Details

Frequently Asked Questions about Brent D. Thoman

What company does Brent D. Thoman work for?

Brent D. Thoman works for Lpl Financial

What is Brent D. Thoman's role at the current company?

Brent D. Thoman's current role is OSJ/Branch Manager at LPL Financial.

What is Brent D. Thoman's email address?

Brent D. Thoman's email address is br****@****lpl.com

What schools did Brent D. Thoman attend?

Brent D. Thoman attended University Of Indianapolis.

What skills is Brent D. Thoman known for?

Brent D. Thoman has skills like Fee Based Investment Accounts, 401k Rollovers, Mutual Funds, Stocks, Bonds, Traditional Ira's, Roth Ira's, 529 Plans, Variable Annuities, Fixed Annuities, 401k's, Retirement Planning.

Who are Brent D. Thoman's colleagues?

Brent D. Thoman's colleagues are Jeremy Salden, Cisa, Jake Auger, Meg Weidauer, David Hatfield, Roma Patel, Esq., Mark Bauer, Gayle Gayle.rubin.

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