As an Investment Advisor Representative, Tom has been providing exceptional financial services to his clients in the surrounding communities of Valley City, Oakes, and LaMoure, North Dakota since 2003. Prior to joining LPL, Tom spent several years in the financial planning industry working with a leading life insurance company in Fargo, North Dakota. Tom graduated from North Dakota State University with a Bachelor of Science Degree in Business Administration and a Minor in Finance.
Tom holds the following registrations, designations, and licenses:
- Series 6 – Limited-Investment Securities *
- Series 7 – General Securities Representative *
- Series 63 – Uniform Securities Agent *
- Series 66 – Uniform Combined State Law **
- AIF® – Accredited Investment Fiduciary Designation
- Life and Health Insurance License
*Registrations are held through LPL Financial
**Registrations held through GWM Advisors, LLC
With his continuous dedication and commitment towards helping you reach your long-term financial goals, Tom regularly attends professional seminars and meetings to further his education and stay up-to-date with changes in the financial industry and investment products so that he can provide knowledgeable recommendations and experience.
Tom, born and raised in Valley City, North Dakota, enjoys spending time with his wife Tara and three daughters, Kinslee, Collins and Kenna. His main interests include golfing, basketball and traveling.