Thomas Ronald Czanstkowski
Investment adviser representative at The Sherry Group, Inc.
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$130.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Osaic Wealth, Inc.Nov 2018 to now
- Mountain Home Bomber Boosters FoundationMay 2016 to now
- Mountain Home Youth BaseballOct 2014 to now
- The Sherry Group, Inc.Nov 2007 to now
- Thomas R. CzanstkowskiOct 1997 to now
- Signator Investors, Inc.May 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (AR).
The Sherry Group, Inc.
$130.3MAssets managed
203Clients
3Advisers
1 yearIn 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
- 3130697
- Firm CRD
- 146271