Walter Scott Thomas
Investment adviser representative at Goalfusion Wealth Management
12 yearsExperience
1 stateRegistered in
$238.5MFirm assets
5 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 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.
- Goalfusion Wealth Management LLCOct 2024 to now
- Mcbride Tax ConsultingJan 2024 to Apr 2024
- Pine CoveJun 2021 to Aug 2021
- Pine CoveJun 2020 to Aug 2020
- Dynamic Systems, Inc.Jan 2020 to Sep 2024
- Next Step MinistriesMay 2019 to Aug 2019
- Next Step MinistriesMay 2018 to Aug 2018
- Texas A&m UniversityAug 2017 to May 2021
- Stripes Convenient StoreMay 2017 to Aug 2017
- Central High SchoolOct 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Goalfusion Wealth Management
Legal name: Goalfusion Wealth Management, LLC
$238.5MAssets managed
302Clients
3Advisers
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
- 7993963
- Firm CRD
- 309756