Brian Wallace Thomson

Employer firm

Affinity Wealth Management LLC CRD 290735

$873M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2019 → 08/2019
  Minnesota Life Insurance Company
  St Paul, MN
• 06/2019 → 08/2019
  Securian Financial Services Inc
  St Paul, MN
• 06/2019 → 08/2019
  Diamond State Financial Group
  Newark, DE
• 06/2015 → 08/2019
  Food Lion
  Harrington, DE
• 08/2015 → 05/2019
  Delaware State University
  Dover, DE
• 11/2017 → 02/2018
  Lake Forest School District
  Felton, DE
• 08/2019 → Present
  Affinity Wealth Management Llc
  Wilmington, DE

Other Businesses

1) Nannas, Haines & Schiavo, P.A.; Not investment-related; 2751 Centerville Road, Suite 120, Wilmington, DE. 19808; Tax Preparation; Tax Preparer; 3/1/2025; 8 hours per month; Prepare tax returns

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-19

Designations

• Certified Financial Planner

Other Names

• Brian Wallace Thomson