Thomas R Hermann

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 07/2011 → 11/2018
  Fidelity Investments
  Westlake, TX
• 11/2018 → 02/2020
  First Command Financial
  Fort Worth, TX
• 03/2020 → 12/2024
  Attractively Different, Llc
  Gahanna, OH
• 01/2021 → 12/2022
  Valiant Trader, Llc
  Cheyenne, WY
• 11/2022 → 08/2023
  Kestra Investment Services
  Monroe, GA
• 07/2025 → Present
  Edward Jones
  St. Louis, MO
• 08/2024 → 07/2025
  Self Employed
  Gahanna, OH

Previous Registrations

• 2023-04-24 → 2023-08-15
  Kestra Advisory Services, Llc
  Columbus, OH
  Austin, TX
  Monroe, GA
• 2019-02-08 → 2020-03-02
  First Command Advisory Services
  Fort Worth, TX
• 2009-09-08 → 2010-08-31
  Edward Jones
  Ft Worth, TX
  Mansfield, TX
  Fort Worth, TX
  St Louis, MO

Other Businesses

"Doterra Type: Date: 07/28/25 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: MLM residuals City-State: Pleasant Grove UT" Foresters Financial Buffalo, NY Start date: 7/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Transamerica Cedar Rapids, IA Start date: 7/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities American Amicable Waco, TX Start date: 7/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Gerber Life Insurance Fremont, MI Start date: 7/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Made to Overflow Coaching Type of business: Education and coaching Fort Worth, TX Start date: 6/1/2026 Founder and author Hours per week: 10 Hours during trading: 0 Wanting to launch a platform business. I'll be a published author and teacher of the "Made to Overflow Method". It's a faith based educational framework on identity and wealth. Activities include book authorship, speaking, and individual coaching. No investment advice or securities content. CICA Life Insurance Austin, TX Start date: 7/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities AIG Corebridge San Diego, CA Start date: 7/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities SBLI Woburn, MA Start date: 7/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Aetna Life Insurance Hartford, CT Start date: 7/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities United of Omaha Omaha, NE Start date: 7/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03

Other Names

• Thomas Hermann
• Thomas Ray Hermann