Thomas Ronald Czanstkowski

Employer firm

The Sherry Group, Inc. CRD 146271

$130M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 10/1997 → Present
  Thomas R. Czanstkowski
  Mnt. Home, AR
• 11/2007 → Present
  The Sherry Group, Inc.
  Mountain Home, AR
• 10/2014 → Present
  Mountain Home Youth Baseball
  Mountain Home, AR
• 05/2016 → Present
  Mountain Home Bomber Boosters Foundation
  Mountain Home, AR
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Mountain Home, AR
• 11/2018 → Present
  Osaic Wealth, Inc.
  Mountain Home, AR

Previous Registrations

• 2000-08-07 → 2008-04-18
  Paragon Advisors Llc
  Mountain Home, AR

Other Businesses

1. TOM CZANSTKOWSKI FIXED INSURANCE SALES POSITION: Insurance Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/1997 ADDRESS: 5 East Sixth Street, Mountain Home AR 72653, United States DESCRIPTION: Selling Life, Disability, and Long-Term Care insurance 2. THE SHERRY GROUP INC. POSITION: Advisor / Chief Compliance Officer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2008 ADDRESS: 5 East Sixth Street, Mountain Home AR 72653, United States DESCRIPTION: Investment Advisor Compliance officer 3. MOUNTAIN HOME BOMBER BOOSTERS FOUNDATION POSITION: Board Member NATURE: Non-profit Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: P.O. Box 723, Mountain Home AR 72654, United States DESCRIPTION: New Board Member as of 10/2019 4. FELLOWSHIP OF CHRISTIAN ATHLETES POSITION: Local FCA Board Member / Treasurer NATURE: Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 8701 Leeds Road, Kansas City MO 64129, United States DESCRIPTION: Attend board meetings, help share the vision of FCA, and report the financials of our local FCA region. I only report the financials. They are prepared by a FCA staff person and forwarded to me. I do not have any access to funds or bank accounts. I do help with fundraising. 5. CARE CENTER MINISTRIES POSITION: Board Member NATURE: Charitable Organizations INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2023 ADDRESS: 18 CR 458, Mountain Home AR 72653, United States DESCRIPTION: Board Member of the charity. To help with the direction and vision. 6. TOM CZANSTKOWSKI SELF POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2025 ADDRESS: 106th East 7th Street, Mountain Home AR 72653, United States DESCRIPTION: I am looking at buying an investment property and renting it out. 7. CZANSTKOWSKI PROPERTIES POSITION: Owner NATURE: LLC - I will be moving my previous OBA of rental property as owned personally over into a LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/08/2025 ADDRESS: 106th East 7th Street, Mountain Home AR 72653, United States DESCRIPTION: Owner of rental property 8. TR CZANSTKOWSKI, INC. POSITION: Owner NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2025 ADDRESS: 49 Big Rock Trail, Mountain Home AR 72653-4401, United States DESCRIPTION: This S-Corp was setup as a tax entity to receive my advisory fees from The Sherry Group, Inc. (already disclosed OBA). I went from a W2 employee to a 1099 employee of TSG Inc. at the end of 2025 and needed to create a corporation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1998-10-05

Designations

• Certified Financial Planner