Tom Joseph Tamura
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerFeb 2026 to now
- United Planners Financial ServicesFeb 2026 to now
- SmartassetJul 2024 to now
- Self Employed/tamura Financial ServicesOct 2021 to now
- Tom Joseph TamuraOct 2021 to now
- Foundations Investment Advisors, LLCNov 2022 to Feb 2026
- UnemployedOct 2020 to Oct 2021
- Japan Exchange and Teaching (jet) ProgramAug 2018 to Oct 2020
- Kennedy/jenks ConsultantsJun 2017 to Sep 2017
- Engineering/remediation Resources Group, Inc.Jun 2016 to Jan 2017
- Cal Poly San Luis Obispo AdministrationMar 2016 to Jun 2018
- California Polytechnic State University San Luis ObispoSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 7664277
- Firm CRD
- 20804