Thomas Edward Blumer

Current Employers

Employment History

• 07/2009 → Present
  Lpl Financial, Llc
  Overland Park, KS
• 04/2009 → 12/2023
  V Wealth Management, Llc
  Overland Park, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2010-04-06 → 2023-12-31
  V Wealth Advisors Llc
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
• 2008-02-29 → 2009-08-03
  Ubs Financial Services Inc.
  Leawood, KS
• 2003-10-16 → 2008-03-03
  Banc Of America Investment Services, Inc.
  Overland Park, KS
  Overland Park, KS
  Olathe, KS
• 2002-07-02 → 2003-07-02
  Umb Financial Services, Inc.
  Overland Park, KS

Other Businesses

1. 10/23/2009: V Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 5/27/2014: Veritas Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3. 4/27/2021 - V Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/14/2021 - 165 Hours Per Month/165 Hours During Securities Trading. 4. 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 160 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 7/25/2023 - WCG Wealth Advisors, LLC - DBA: V Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 07/14/2023 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 08/08/2023 - V Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 07/14/2023 - 10 Hours Per Month/ 10 Hours During Trading 7. 08/08/2023 - Crump/ Ash - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 07/14/2023 - 10 Hours Per Month/ 10 Hours During Trading 8. 08/10/2023 - V Capital Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 07/21/2010 - 160 Hours Per Month/ 7 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-28
• S63 Uniform Securities Agent State Law Examination
  1995-12-20

Other Names

• Tom Blumer