Thomas M Burns

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 02/2017 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 02/2015 → 07/2024
  Fyzical Therapy And Balance Centers
  Indianapolis, IN
• 11/2014 → 07/2024
  Fyzical Fitness
  Indianapolis, IN

Previous Registrations

• 2007-06-20 → 2015-03-04
  Td Ameritrade, Inc.
  Indianapolis, IN
• 2007-06-20 → 2015-03-04
  Td Ameritrade Investment Management, Llc
  Indianapolis, IN
• 2005-07-06 → 2007-06-21
  Chase Investment Services Corp.
  Indianapolis, IN
  Indianapolis, IN
• 2005-04-19 → 2005-07-06
  Banc One Securities Corporation
  Indianapolis, IN
• 2003-09-03 → 2004-08-20
  Waddell & Reed
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-02
• S63 Uniform Securities Agent State Law Examination
  2003-06-16

Other Names

• Thomas Michael Burns
• Tom Burns