Thomas J. Delpup
Investment adviser representative at Financial Transparency
34 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$322.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Financial TransparencyMar 2025 to now
- Envision Financial Transparency, LLCMar 2025 to now
- Thomas DelpupJan 1992 to now
- Enlightened Finance LLCMay 2018 to Mar 2025
- Cssc Brokerage Services, Inc.Mar 2007 to May 2018
- Cssc Investment Advisory Services, Inc.Nov 1998 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MI).
Financial Transparency
Legal name: Envision Financial Transparency, LLC
$322.3MAssets managed
235Clients
16Advisers
8 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
- 4091944
- Firm CRD
- 297713