Thomas Michael Mcdonald

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 04/2012 → Present
  Wells Fargo Advisors Financial Network, Llc
  Sarasota, FL

Previous Registrations

• 2005-02-18 → 2012-04-26
  Fifth Third Securities, Inc.
  North Port, FL
  Bradenton, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
• 1998-04-01 → 2004-08-09
  Banc Of America Investment Services, Inc.
  Sarasota, FL

Other Businesses

TMAC STOX, LLC, INV. RELATED, UNIVERSITY PARK, FL. START: 9/31/18, 0 HOURS/MONTH, HOLDS FINET PRACTICE.| TMAC STOX 401K; INV. RELATED SARASOTA, FL; TRUSTEE; FINET PRACTICE 401K; START DATE 8/2018; 10 HRS PER MONTH; 1 HR DURING TRADING.| CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; AGENT; START DATE 06/16/2025; 5 HOURS PER MONTH; 5 HOUR DURING TRADING HOURS; PROCESS FINET APPROVED OUTSIDE INSURANCE RELATED BUSINESS MCDONALD GP, LLC ; INV RELATED; SARASOTA, FL; LLC;90% OWNERSHIP; START DATE: 10/30/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-15
• S63 Uniform Securities Agent State Law Examination
  1986-10-07

Designations

• Certified Financial Planner

Other Names

• Thomas Michael Mcdonald