Thomas John Wahl

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

10 years in the industry.

1. Lifetime Wealth Management Group, An Affiliate of Lumsden MccormNov 2025 to now
2. Cetera Investment Advisers LLCSep 2025 to now
3. Cetera Wealth Services, LLCSep 2025 to now
4. Lifetime Wealth Management Group, IncSep 2024 to now
5. Avantax Advisory ServicesNov 2024 to Sep 2025
6. Avantax Investment Services Inc.Nov 2024 to Sep 2025
7. Roswell Park Comprehensive Cancer CenterMay 2024 to Aug 2024
8. Lifetime Wealth Management Group, IncDec 2023 to Jan 2024
9. StudentAug 2023 to May 2024
10. Roswell Park Comprehensive Cancer CenterMay 2023 to Aug 2023
11. StudentAug 2022 to May 2023
12. Roswell Park Comprehensive Cancer CenterMay 2022 to Aug 2022
13. StudentAug 2021 to May 2022
14. Jd ConcreteMay 2021 to Jul 2021
15. StudentJan 2021 to May 2021
16. Breissinger Lawncare & CurbingAug 2020 to Dec 2020
17. Jd ConcreteMay 2020 to Aug 2020
18. StudentAug 2019 to May 2020
19. Rayzor's Dawg HouseApr 2019 to Aug 2019
20. StudentSep 2018 to Jun 2019
21. Rayzor's Dawg HouseApr 2018 to Sep 2018
22. StudentSep 2017 to Jun 2018
23. UnemployedJun 2017 to Sep 2017
24. StudentSep 2016 to Jun 2017

Exams passed

• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

Cetera Investment Advisers LLC

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

7774809

Firm CRD

105644