Thomas Kirchner

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 11/2016
  Wells Fargo Advisors
  Terre Haute, IN
• 11/2016 → 02/2022
  Wells Fargo Clearing Services, Llc
  Terre Haute, IN
• 02/2022 → 05/2024
  Wells Fargo Advisors Financial Network, Llc
  Terre Haute, IN
• 05/2024 → Present
  &Partners, Llc
  Nashville, TN

Previous Registrations

• 2022-02-17 → 2024-05-16
  Wells Fargo Advisors Financial Network, Llc
  Terre Haute, IN
• 2011-10-25 → 2022-02-17
  Wells Fargo Clearing Services, Llc
  Terre Haute, IN
• 2000-02-07 → 2011-10-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Terre Haute, IN
  Terre Haute, IN

Other Businesses

VIRIBUS WEALTH MANAGEMENT, LLC POSITION: Partner NATURE: This is the holding company for our wealth management practice. Prior to joining &Partners, this LLC employed our FAs and CAs, provided health care and retirement benefits to our employees. It continues to pay for our practices lease and office expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2021 ADDRESS: 4600 S Springhill Junction St Terre Haute, IN 47802, United States DESCRIPTION: Reconcile monthly cash flow and expenses. Oversee the office structure and evaluate our vendors. HUBNER HOLDINGS, LLC POSITION: President NATURE: My wife and I opened the LLC to invest in real estate through syndicated opportunities in multi-family, storage and leisure properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 8111 Bayberry Ct Indianapolis, IN 46250, United States DESCRIPTION: Evaluate new opportunities, monitor existing investments and detail investment returns. JTK HOLDINGS, LLC POSITION: President NATURE: This is an LLC that receives my commissions each month. The business funds my effectively owns my practice. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2021 ADDRESS: 8111 Bayberry Ct Indianapolis, IN 46250, United States DESCRIPTION: I am the president. My duties are to distribute salary to directors, pay taxes and keep track of expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1997-02-21

Other Names

• Tom Kirchner
• Thomas Wayne Kirchner