Thomas John Wahl

Current Employers

Employment History

• 11/2024 → 09/2025
  Avantax Investment Services Inc.
  Cheektowaga, NY
• 11/2024 → 09/2025
  Avantax Advisory Services
  Cheektowaga, NY
• 09/2024 → Present
  Lifetime Wealth Management Group, Inc
  Cheektowaga, NY
• 12/2023 → 01/2024
  Lifetime Wealth Management Group, Inc
  Cheektowaga, NY
• 05/2024 → 08/2024
  Roswell Park Comprehensive Cancer Center
  Buffalo, NY
• 08/2023 → 05/2024
  Student
  St. Bonaventure, NY
• 05/2023 → 08/2023
  Roswell Park Comprehensive Cancer Center
  Buffalo, NY
• 08/2022 → 05/2023
  Student
  St. Bonaventure, NY
• 05/2022 → 08/2022
  Roswell Park Comprehensive Cancer Center
  Buffalo, NY
• 08/2021 → 05/2022
  Student
  St. Bonaventure, NY
• 05/2021 → 07/2021
  Jd Concrete
  Holland, NY
• 01/2021 → 05/2021
  Student
  St. Bonaventure, NY
• 08/2020 → 12/2020
  Breissinger Lawncare & Curbing
  Darien Center, NY
• 05/2020 → 08/2020
  Jd Concrete
  Holland, NY
• 08/2019 → 05/2020
  Student
  St. Bonaventure, NY
• 04/2019 → 08/2019
  Rayzor's Dawg House
  Eden, NY
• 09/2018 → 06/2019
  Student
  Eden, NY
• 04/2018 → 09/2018
  Rayzor's Dawg House
  Eden, NY
• 09/2017 → 06/2018
  Student
  Eden, NY
• 06/2017 → 09/2017
  Unemployed
  Eden, NY
• 09/2016 → 06/2017
  Student
  Eden, NY
• 06/2016 → 09/2016
  Unemployed
  Eden, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cheektowaga, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Lifetime Wealth Management Group, An Affiliate Of Lumsden Mccorm
  Cheektowaga, NY

Other Businesses

1. Lifetime Wealth Management Group, Inc; Financial Assistant; Lifetime Wealth Managment Group offers financial advising and planning services to a wide variety of individuals. One of the more popular services we offer is a retirement map that shows how much money individuals can pull out of their retirement account(s) until that money is completely burned up or hits a specified amount they wish to leave to their inheritors. ; Yes; 160; 130; 09/01/2024; 2562 Walden Ave Cheektowaga NY 14225; I reach out to clients to schedule their next meeting as well as send them a meeting summary letter. I help prepare the paperwork for each meeting by highlighting and tabbing where the client must sign and date. I file this paperwork in our crm filing system. I act as an assistant to Robert Ervolina. My job consists of helping with whatever simple task is given to me. I get to see how Robert speaks and acts towards a client in their best interest daily. 2. NAME OF OTHER BUSINESS: LIFETIME WEALTH MANAGEMENT GROUP, AN AFFILIATE OF LUMSDEN MCCORMICK; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2026-01-17

Other Names

• Thomas J Wahl
• Tj Wahl
• Thomas John Wahl