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Thomas William Limborg

Investment adviser representative at Quarry Hill Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$394.8MFirm 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

Experience

12 years in the industry.

  1. Quarry Hill AdvisorsMay 2021 to now
  2. Financial CompassMay 2020 to Apr 2021
  3. United Parcel ServiceJun 2018 to Mar 2021
  4. Discount TireApr 2016 to Sep 2017
  5. Mounds View High SchoolJul 2014 to Jun 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

Quarry Hill Advisors

Legal name: Quarry Hill Advisors, LLC

$394.8MAssets managed
203Clients
4Advisers
5 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
7950919
Firm CRD
288334
Advisor's SEC record (opens in a new tab)
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