Brian R. Thomas, Crpc®, Mba

Brian R. Thomas, Crpc®, Mba Email and Phone Number

Managing Partner & Financial Advisor at OWL Private Wealth Advisors @ OWL Private Wealth Advisors
bloomfield hills, michigan, united states
Brian R. Thomas, Crpc®, Mba's Location
Detroit Metropolitan Area, United States
Brian R. Thomas, Crpc®, Mba's Contact Details

Brian R. Thomas, Crpc®, Mba personal email

n/a

Brian R. Thomas, Crpc®, Mba phone numbers

About Brian R. Thomas, Crpc®, Mba

Fiduciary Goals-Based Advisor, helping simplify complex financial decisions for 20 years.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. OWL Private Wealth Advisors is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. OWL Private Wealth Advisors and Kestra IS are not affiliated.finra.org/sipc.orgThis site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 844-553-7872.

Brian R. Thomas, Crpc®, Mba's Current Company Details
OWL Private Wealth Advisors

Owl Private Wealth Advisors

View
Managing Partner & Financial Advisor at OWL Private Wealth Advisors
bloomfield hills, michigan, united states
Website:
owlpwa.com
Employees:
2
Brian R. Thomas, Crpc®, Mba Work Experience Details
  • Owl Private Wealth Advisors
    Managing Partner, Financial Advisor
    Owl Private Wealth Advisors Jan 2020 - Present
    Bloomfield Hills, Mi
  • Thomas Comprehensive Financial Consulting
    Owner, Financial Advisor
    Thomas Comprehensive Financial Consulting Apr 2009 - Jan 2020
    Troy, Mi
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jan 2006 - Apr 2009
    Bloomfield Hills, Mi
  • Ubs
    Financial Advisor
    Ubs Sep 2002 - Jan 2006
    Troy, Mi
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jul 2000 - Sep 2002
    Detroit, Mi
  • Lamb Technicon
    Project Engineer
    Lamb Technicon Jul 1991 - Aug 1998

Brian R. Thomas, Crpc®, Mba Skills

Asset Managment Asset Allocation Retirement Planning Strategic Financial Planning Investments

Brian R. Thomas, Crpc®, Mba Education Details

Frequently Asked Questions about Brian R. Thomas, Crpc®, Mba

What company does Brian R. Thomas, Crpc®, Mba work for?

Brian R. Thomas, Crpc®, Mba works for Owl Private Wealth Advisors

What is Brian R. Thomas, Crpc®, Mba's role at the current company?

Brian R. Thomas, Crpc®, Mba's current role is Managing Partner & Financial Advisor at OWL Private Wealth Advisors.

What is Brian R. Thomas, Crpc®, Mba's email address?

Brian R. Thomas, Crpc®, Mba's email address is br****@****cfc.com

What is Brian R. Thomas, Crpc®, Mba's direct phone number?

Brian R. Thomas, Crpc®, Mba's direct phone number is +124868*****

What schools did Brian R. Thomas, Crpc®, Mba attend?

Brian R. Thomas, Crpc®, Mba attended University Of Notre Dame - Mendoza College Of Business, Kettering University, De La Salle Collegiate High School.

What skills is Brian R. Thomas, Crpc®, Mba known for?

Brian R. Thomas, Crpc®, Mba has skills like Asset Managment, Asset Allocation, Retirement Planning, Strategic Financial Planning, Investments.

Who are Brian R. Thomas, Crpc®, Mba's colleagues?

Brian R. Thomas, Crpc®, Mba's colleagues are Jeffrey J. Smith, Cfp®️cepa®️cpwa®️rma®️chfc®️crpc®️.

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