Skip to content

Thomas W. Titus

Investment adviser representative at Northrock Partners, LLC
21 yearsExperience
1 stateRegistered in
$12.2BFirm assets
13 yearsFirm in business

Are you Thomas W. Titus? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

21 years in the industry.

  1. Northrock Partners, LLCApr 2026 to now
  2. Vantage Financial PartnersOct 2023 to Apr 2026
  3. Ameriprise Financial Services, Inc.Sep 2005 to Oct 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (OH).

Northrock Partners, LLC

$12.2BAssets managed
4,811Clients
92Advisers
13 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
4878146
Firm CRD
167908
Advisor's SEC record (opens in a new tab)
CallContact this firm