Thomas John Wade

Current Employers

Employment History

• 09/2004 → Present
  Income Planning Group, Llc
  Plymouth, MN
• 01/2010 → 07/2022
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 05/2015 → 06/2017
  Wfg Investments, Inc.
  Plymouth, MN
• 03/2017 → 12/2021
  American Financial Marketing, Inc.
  St Louis Park, MN
• 05/2019 → 09/2020
  The Leaders Group, Inc.
  Littleton, CO
• 06/2021 → Present
  Kure Advisory, Llc
  Plymouth, MN
• 06/2022 → Present
  Foundational Income Associates, Llc
  Plymouth, MN
• 03/2025 → Present
  Annuitypath, Llc
  Las Vegas, NV
• 08/2024 → Present
  Revol One Services Company, Llc
  Urbandale, IA

Previous Registrations

• 2013-12-23 → 2022-07-08
  Cg Advisory Services
  Williamston, MI
  Plymouth, MN

Other Businesses

1.) FOUNDATIONAL INCOME ASSOCIATES, LLC - Investment Related: Yes - 3350 Annapolis Ln N Ste C, Plymouth, MN 55447 - Nature: Insurance Marketing Company - Title: Co-Founder - Start Date: 06/02/2022 - Hours/Month: 10 - Hours/Month during Securities Trading Hours: 2 - Duties: Strategies planning and consulting as needed. 2.) ANNUITYPATH, LLC- Investment Related: NO- Incorporated in DE Nature: Insurance agency- Title: Owner- Start Date: 03/2025 - Hours/Month: 0 Hours/Month during Securities Trading Hours: 0 - Duties: 20% Ownership 3.) REVOL ONE SERVICES COMPANY, LLC - Investment Related: NO- Aurora Business Park, 1, 11159 NW Aurora Ave., Urbandale, IA 50322- Nature: Insurance Company - Title: Consultant - Start Date: 08/12/2024 - Hours/Month: between 4 and 6 - Hours/Month; 2 hours/Month during Securities Trading Hours; - Duties: Consulting Services in Distribution Support and Augmentation

Exams

• S66 Uniform Combined State Law Examination
  2005-01-21
• S63 Uniform Securities Agent State Law Examination
  2000-03-15