Resa Ann Thomas
Investment adviser representative at Collaborative Portfolio Management
16 yearsExperience
2 statesRegistered in
$178.7MFirm assets
2 yearsFirm in business
Are you Resa Ann Thomas? 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Collaborative Portfolio ManagementJan 2025 to now
- Capital Portfolio ManagementOct 2010 to Dec 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Collaborative Portfolio Management
Legal name: Collaborative Portfolio Management, LLC
$178.7MAssets managed
182Clients
4Advisers
2 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
- 6147602
- Firm CRD
- 332929