Thomas Joseph Volkmann
Investment adviser representative at Plus Group Wealth Advisors, LLC
13 yearsExperience
2 statesRegistered in
$158.9MFirm assets
1 yearFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Plus Group Wealth Advisors, LLCJun 2021 to now
- Full-time StudentMay 2013 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Plus Group Wealth Advisors, LLC
$158.9MAssets managed
516Clients
4Advisers
1 yearIn 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
- 7779733
- Firm CRD
- 300714