Thomas
Kirchner

&Partners

CRD#2838726
Investment Advisor
in Terre Haute, IN

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About this Advisor

Thomas Kirchner is a financial advisor based in Terre Haute, Indiana, working with &Partners. Thomas has previously held positions at Wells Fargo Clearing Services, LLC, &Partners, LLC, Wells Fargo Advisors, and Wells Fargo Advisors Financial Network, LLC. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana and Texas. Currently, Thomas is part of &Partners, which operates out of Terre Haute, Indiana. The firm has 29 offices and 183 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other 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, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

4600 South Springhill Junction Street
Terre Haute, IN 47802

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&Partners Brokerage Details

Total Assets Under Management

$1,173,060,409

IN Average: $730,596,643
Total Number of Employees

183

IN Average: 15
Total Number of Accounts

3,051

IN Average: 968
Average Account Size

$384,484

IN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Thomas Kirchner Work History

2024 - Present (0 year)

&Partners, LLC

2022 - Present (2 years)

Wells Fargo Advisors Financial Network, LLC

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors

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Disclosures

Please visit the SEC profile of Thomas Kirchner 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 &Partners

Michael Martin
Saint Louis, MO
Mitchell Briggs
Nashville, TN
Thomas Teagle
Nashville, TN
Kaley Idol
Nashville, TN
Sarah Navarre
Nashville, TN
Grant Koentz
Nashville, TN
Dalton Horstmeier
Moberly, MO
Caroline Toniolo
Nashville, TN

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.

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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.

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