Thomas Giltner
Investment adviser representative at Oneseven
16 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 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 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
- Seminars and workshops
Experience
16 years in the industry.
- Benefit Funding Services LLCJun 2026 to now
- OnesevenSep 2025 to now
- Oneseven d/b/a Giltner & AssociatesSep 2025 to now
- MML Investors Services, LLC d/b/a Giltner & AssociatesJan 2016 to Sep 2025
- MML Investors Services, LLCMay 2010 to Sep 2025
- Mass Mutal Life Insurance Co.Feb 2010 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 5757152
- Firm CRD
- 283087