Richard
Thomas

Signature Financial Services, LTD

CRD#1909414
Investment Advisor
in Noblesville, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Thomas is a financial advisor based in Noblesville, Indiana, working with Signature Financial Services, LTD. Richard has previously held positions at East Central Fbfm, First Heartland Capital, Inc, Signature Financial Services, LTD, and Ag Resource Management. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Indiana. Currently, Richard is part of Signature Financial Services, LTD, which operates out of Noblesville, Indiana. The firm has 9 offices and 14 employees. The firm manages assets totaling $202.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Signature Financial Services, LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Noblesville, IN

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Signature Financial Services, LTD Brokerage Details

Total Assets Under Management

$202,015,000

IN Average: $6,674,516,078
Total Number of Employees

14

IN Average: 44
Total Number of Accounts

471

IN Average: 2,564
Average Account Size

$428,907

IN Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Richard Thomas Work History

2018 - Present (6 years)

Ag Resource Management

2001 - Present (23 years)

First Heartland Capital, Inc

1999 - Present (25 years)

Signature Financial Services, LTD

1996 - Present (28 years)

East Central Fbfm

Disclosures

Please visit the SEC profile of Richard Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Signature Financial Services, LTD

Kyle Tucker
Arlington Heights, IL
Matthew Moulton
Arlington Heights, IL
Timothy Olmstead
Arlington Heights, IL
Marvin Reinglass
Arlington Heights, IL
Bradley Kmetz
Willowbrook, IL
Teresa Mitchell
Altamont, IL
Richard Thomas
Noblesville, IN
Michael Applebaum
Northbrook, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started