Thomas Allan Halsey

Employer firm

Integrated Financial Resources, Inc. CRD 110864

$11.3M regulatory AUM

Reported services (Item 5G)

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

• 06/1993 → Present
  Kansas City Life
  Toledo, OH
• 09/2001 → Present
  Integrated Financial Resources, Inc.
  Toledo, OH
• 02/2012 → Present
  Concorde Investment Services
  Troy, MI
• 02/2012 → Present
  Concorde Asset Management
  Troy, MI

Previous Registrations

• 2012-02-06 → 2018-10-16
  Concorde Asset Management, Llc
  Toledo, OH
• 2007-08-29 → 2012-02-07
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2005-02-01 → 2007-08-16
  Questar Asset Management, Inc.
  Toledo, OH
• 2004-08-09 → 2005-12-31
  Questar Capital Corporation
  Toledo, OH
  Toledo, OH

Other Businesses

1) DBA: INTEGRATED FINANCIAL RESOURSES, INC. 7261 W. CENTRAL AVE TOLEDO, OHIO 43617 MY POSITION IS INVESTMENT REP AND I DEVOTE 40 + HOURS PER WEEK. 2)INCOME TAX PREPERATION AT 7261 W. CENTRAL AVE. STARTED APPROX. 1989 IN DOING TAXES FOR CLIENTS. DURING TAX SEASON & IS ABOUT 30 HRS. @ WEEK. 3) Concorde Insurance Agency; TOLEDO, OH. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 4) Concorde Asset Management, 19500 Victor Parkway Ste 550, Livonia, Michigan, 48152. Investment Related. Registered Investment Advisor. 1-5 hours during trading hours, 1-5 hours outside trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-06-25