Thomas J Myers
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$660.5BFirm 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
11 years in the industry.
- Ameriprise Financial Services, LLCJun 2025 to now
- Stonepath Wealth ManagementFeb 2024 to now
- Foguth Wealth Management, LLCSep 2023 to Feb 2024
- Cg Financial Services LLCSep 2017 to Sep 2023
- Geneos Wealth Managment IncSep 2017 to Sep 2023
- Capital Asset Advisory Services LLCNov 2016 to Sep 2023
- Wfg InvestmentsNov 2015 to Sep 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6587957
- Firm CRD
- 6363