Thomas Whitney Vogelheim
Investment adviser representative at Fiduciary Financial Group, LLC
34 yearsExperience
2 statesRegistered in
$1.1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Ffg Law, A Professional CorporationJan 2021 to now
- Fiduciary Financial Group, LLCAug 2020 to now
- Numi, Inc.Jan 2001 to now
- Cooper & Vogelheim LLPJan 2000 to now
- Efs AssociatesJan 1992 to now
- Nelson, Vogelheim & Phillips, LLPJan 2000 to Jan 2021
- Nelson & Vogelheim, LLPJan 1997 to Dec 2020
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Fiduciary Financial Group, LLC
$1.1BAssets managed
415Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1855108
- Firm CRD
- 285681