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Thomas Frederick Quinn

Investment adviser representative at American Community Wealth Management, LLC
23 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$195.4MFirm 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 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

23 years in the industry.

  1. Osaic Wealth, Inc.Aug 2024 to now
  2. American Community Wealth Management, LLCSep 2003 to now
  3. Triad Advisors, Inc.Feb 2008 to Aug 2024

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 3 states (FL, IL, WI).

American Community Wealth Management, LLC

$195.4MAssets managed
469Clients
5Advisers
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
4699031
Firm CRD
147376
Advisor's SEC record (opens in a new tab)
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