Thomas AhlstromCRD Number: 4072569
Current Firm: Avantax Advisory Services
Thomas Ahlstrom (CRD# 4072569) is an Investment Advisor Representative working at Avantax Advisory Services in Los Alamitos, CA and has over 23 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Avantax Insurance Agency, LLC||Los Alamitos, CA||Feb 2016 - Current||7|
|Avantax Advisory Services||Los Alamitos, CA||May 2003 - Current||20|
|Avantax Investment Services, Inc.||Los Alamitos, CA||Feb 2003 - Current||20|
|Ahlstrom & Baker Cpa's||Los Alamitos, CA||Jul 1986 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2000|
|S66||NASAA Uniform Combined State Law Examination||Aug 2000|
Total Assets Under Management30,968MILLIONS
Total Number of Accounts123,393ACCOUNTS
Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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