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Land O' Lakes, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Financial Planning | Land O Lakes | WI | 02/1999 | Present |
Prince of Peace Lutheran Church, Eagle River, WI I am financial secretary for the Endowment Fund. I provide investment advice and prepare quarterly reports for the team members. I started this volunteer assignment in 2020. The funds total less than $85,000 and are held by Fidelity. I do not have discretionary authority. I recommend investments in mutual funds. My term is up at the end of 2025. I spend approximately four hours per quarter on this activity.
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