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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-09-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Kenosha | WI | 07/2003 | 08/2023 |
| Thomey Financial Services | Kinosha | WI | 07/2003 | Present |
| Eighth Avenue Advisors | Kenosha | WI | 11/2015 | 12/2020 |
| Osaic Wealth, Inc. | Phoenix | AZ | 09/2023 | Present |
1. THOMEY FINANCIAL SERVICES POSITION: Agent/Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1998 ADDRESS: 5717 8th Avenue, Kenosha WI 53140, United States DESCRIPTION: Seek client solutions for LTC, Life Insurance and Fixed annuities 2. MICHAEL J THOMEY CPA POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1985 ADDRESS: 5717 8th Avenue, Kenosha WI 53140, United States DESCRIPTION: Prepare tax returns Provide tax advice 3. THOMEY FINANCIAL SERVICES INC POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 07/01/2003 ADDRESS: 5717 8th Avenue, Kenosha WI 53140, United States DESCRIPTION: Financial Advisor. Assist clients with financial advice and account holdings 4. THOMEY INVESTMENTS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1998 ADDRESS: 7216 5th Ave, Kenosha WI 53140, United States DESCRIPTION: Owner of commercial real estate located at business address of 5717 8th Ave Kenosha WI 5. GROVER PROPERTIES POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/1995 ADDRESS: 5717 8th Avenue, Kenosha WI 53140, United States DESCRIPTION: Rental real estate of residential apartments314 60th St Kenosha WI 53140 Collect rents and maintain property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-27 |
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