Thomas Michael Boogren
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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.
- Raymond James Financial Services Advisors, Inc.Jul 2025 to now
- Raymond James Financial Services, Inc.Jul 2025 to now
- Commonwealth Financial NetworkMay 2022 to Jul 2025
- Hinkson Wealth ManagementMay 2022 to Jul 2025
- Roco Real EstateMay 2021 to Aug 2021
- Albion CollegeAug 2018 to May 2022
- Thomas' Landscaping ServicesApr 2018 to Apr 2022
- Christ Our Light Catholic ParishOct 2015 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7560717
- Firm CRD
- 149018