Thomas Michael Presper

Employer firm

Presper Financial Architects, LLC CRD 297538

$363M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 06/2002 → 06/2017
  The Millennial Group
  Akron, OH
• 01/2013 → 08/2018
  Cetera Advisors Llc
  El Segundo, CA
• 03/2017 → Present
  Presper Financial Architects, Llc
  Akron, OH

Previous Registrations

• 2005-06-10 → 2018-08-31
  Cetera Advisors Llc
  Greenwood Village, CO
  North Canton, OH
  Akron, OH
  Akron, OH
• 2003-01-02 → 2005-12-31
  The Millennial Group
  Akron, OH

Other Businesses

1. Insurance sales agent, investment-related, occasionally provide products requested to fulfill planning strategy, approx 4 hours per month 2. St. Vincent DePaul Parish Foundation - President/Board Member, volunteer ( no compensation), approx 8 hours per month, communicates with Board Members, Admin and outside advisors who manage parish funds 3. Bottle 2 Glass, wholesale wine import/distributor to restaurants and bars, specialty stores, in Ohio. No compensation at this time, 10-15 hours per month, not investment related

Exams

• S66 Uniform Combined State Law Examination
  2005-12-19
• S63 Uniform Securities Agent State Law Examination
  1999-08-19

Other Names

• Tom Presper