Thomas J Myers

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

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

• 11/2015 → 09/2017
  Wfg Investments
  Haslett, MI
• 11/2016 → 09/2023
  Capital Asset Advisory Services Llc
  Haslett, MI
• 09/2017 → 09/2023
  Geneos Wealth Managment Inc
  Haslett, MI
• 09/2017 → 09/2023
  Cg Financial Services Llc
  Haslett, MI
• 09/2023 → 02/2024
  Foguth Wealth Management, Llc
  Brighton, MI
• 02/2024 → Present
  Stonepath Wealth Management
  Traverse City, MI
• 06/2025 → Present
  Ameriprise Financial Services, Llc
  Charlotte, MI

Previous Registrations

• 2024-02-22 → 2025-07-02
  Stonepath Wealth Management
  Traverse City, MI
• 2023-10-10 → 2024-03-13
  Foguth Wealth Management, Llc.
  Brighton, MI
  Traverse City, MI
• 2016-11-17 → 2023-09-11
  Cg Advisory Services
  Williamston, MI
  Williamston, MI

Other Businesses

Business Ownership; Financial Frameworks; Owner; Tax Preparation; 9919 N Roscommon Rd, , Roscommon, MI, 48653; Not Investment-Related; 10/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-03
• S66 Uniform Combined State Law Examination
  2016-09-30

Designations

• Chartered Financial Consultant

Other Names

• Thomas Jerome Myers