Thomas Stoltman, financial advisor Phoenix AZ

Thomas Stoltman

CRD Number: 803994
Current Firm: Redwood Private Wealth

Thomas Stoltman (CRD# 803994) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Redwood Private Wealth LLC Phoenix, AZ Sep 2021 - Current 2
Redwood Tax Specialists Minneapolis, MN Jul 2020 - Current 3
Belpointe Asset Management, LLC Phoenix, AZ Jun 2020 - Sep 2021 1
Regal Investment Advisors Kentwood, MI Aug 2018 - Jun 2020 1
Secure Investment Management, LLC Tucson, AZ Sep 2015 - Aug 2018 2
J.d. Mellberg Financial Tucson, AZ Aug 2013 - Dec 2017 4
Gardner Financial Services Inc. Minnetonka, MN Dec 1999 - Aug 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1980
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Thomas M. Stoltman
Phone Number: 480-646-3504
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    204
    MILLIONS
  • Total Number of Accounts
    1,788
    ACCOUNTS
  • Average Account Value
    $114,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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