Thomas
Proos
Straight Path Wealth Management
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About this Advisor
Thomas Proos is a financial advisor based in Jenison, Michigan, working with Straight Path Wealth Management. Thomas has previously held positions at Lpl Financial, LLC, Cwm, LLC, Straight Path Wealth Management, and Cetera Advisor Networks. Thomas has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Thomas is part of Straight Path Wealth Management, which operates out of Jenison, Michigan. The firm has 9 employees and manages assets totaling $271.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Straight Path Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
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Straight Path Wealth Management Brokerage Details
$271,529,999
9
1,609
$168,757
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Thomas Proos Work History
Straight Path Wealth Management
Cwm, LLC
Cetera Advisor Networks
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Thomas Proos 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 Straight Path Wealth Management
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
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.
