Thomas James Fitzsimmons
Investment adviser representative at Confluence Financial Partners
12 yearsExperience
1 stateRegistered in
$7.8BFirm assets
5 yearsFirm in business
Are you Thomas James Fitzsimmons? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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.
- Confluence Financial PartnersSep 2024 to now
- Krummholz Holdings LLCJan 2022 to now
- Cashdollar & AssociatesJun 2024 to Sep 2024
- Grove City CollegeAug 2022 to May 2024
- Milliport SigmaJul 2017 to Jul 2022
- University of WyomingAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
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
- 7955435
- Firm CRD
- 311980