Thomas James Knudson

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2011 → 08/2017
  Ronald Blue & Co.
  Tempe, AZ
• 03/2020 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2017 → 05/2019
  Arizona State University
  Tempe, AZ
• 08/2017 → 01/2020
  Ronald Blue Trust
  Tempe, AZ

Previous Registrations

• 2012-03-05 → 2017-08-01
  Ronald Blue & Co., Llc
  Tempe, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: OVERGAARD, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 08/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-06-26
• S65 Uniform Investment Adviser Law Examination
  2012-03-02

Designations

• Certified Financial Planner

Other Names

• Thomas James Knudson
• Thomas Knudson