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Thomas Joseph Volkmann

Plus Group Wealth Advisors, LLC

Belgium, WI

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Current Employers
Plus Group Wealth Advisors, Llc

680 Main Street, Belgium, WI 53004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-28
WI RA APPROVED 2023-07-12
  • TX RA
    APPROVED
    Since 2023-11-28
  • WI RA
    APPROVED
    Since 2023-07-12

Branch Locations

680 Main Street, Belgium, WI 53004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plus Group Wealth Advisors, Llc Belgium WI 06/2021 Present
Plus Group Wealth Advisors, Llc Belgium WI 07/2023 Present
Full-Time Student Grafton WI 05/2013 05/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-26
  • S65 Uniform Investment Adviser Law Examination
    2023-06-26
Other Names
  • Tom Volkmann

View on SEC IAPD

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