Thomas Walter Kaiser
Investment adviser representative at Garlikov Advisors Inc
35 yearsExperience
1 stateRegistered in
$207.6MFirm assets
43 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.
- Portfolio management
Experience
35 years in the industry.
- The Leaders Group IncMar 2018 to now
- Garlikov Advisors IncOct 2010 to now
- Garlikov & Associates, Inc.Mar 1991 to now
- M Holdings Securities, Inc.Jan 2013 to Mar 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Garlikov Advisors Inc
$207.6MAssets managed
182Clients
3Advisers
43 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
- 2830241
- Firm CRD
- 112352