Thomas Trerice Landis

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2010 → 03/2022
  Lpl Financial Llc
  Northville, MI
• 03/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Northville, MI

Previous Registrations

• 2011-07-29 → 2022-05-09
  Lpl Financial Llc
  Pontiac, MI
  Romulus, MI
  Trenton, MI
  Northville, MI
  Pontiac, MI
  Romulas, MI
  Romulus, MI
  Pontiac, MI
  Romulus, MI
  Romulus, MI
  Flat Rock, MI
  Wyandotte, MI
  Highland, MI
  Garden City, MI
  Pontiac, MI
• 2015-06-09 → 2015-07-16
  Stratos Wealth Partners, Ltd
  Northville, MI
• 2010-11-04 → 2013-10-17
  Jfr Financial Services, Inc.
  Trenton, MI
• 2010-09-28 → 2010-11-11
  Cambridge Investment Research Advisors, Inc.
  Novi, MI

Other Businesses

LANDIS WEALTH MANAGEMENT, LLC, INVT RELATED, CANTON, MI, 100% OWNERSHIP, START DATE 3/17/2022, 200 HRS PER MONTH, 7.5 HRS DURING TRADING, FINET PRACTICE. BELLEVILLE LAKEFRONT CONDOMINIUM ASSOCIATION; BELLEVILLE, MI; PRESIDENT; START DATE 11/1/2024; 1 HR PER MONTH; 0 DURING TRADING; ATTENDING, LEADING, AND FACILITATING BOARD MEETINGS; OVERSEEING DECISION MAKING PROCESS; COMMUNICATING WITH RESIDENTS, VENDORS, AND MANAGEMENT COMPANIES; AND SIGNER ON BANK ACCOUNT.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-27
• S63 Uniform Securities Agent State Law Examination
  2005-05-31