Thomas Mark Selbo
Investment adviser representative at Beacon Pointe Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$54.9BFirm assets
Are you Thomas Mark Selbo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
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
15 years in the industry.
- Beacon Pointe Advisors, LLCOct 2024 to now
- Beacon Pointe Insurance Services, LLCOct 2024 to now
- Landmark Wealth Management GroupAug 2022 to Oct 2024
- Purshe Kaplan Sterling Investments, Inc.Jul 2020 to Jun 2025
- Thrivent Advisor Network, LLCJun 2020 to Aug 2022
- Thrivent Financial for LutheransNov 2011 to Jun 2020
- Thrivent Investment Management IncJul 2011 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 5903740
- Firm CRD
- 119290