Thomas
Presper

Presper Financial Architects, LLC

CRD#1480210
Investment Advisor
in Akron, OH

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About this Advisor

Thomas Presper is a financial advisor based in Akron, Ohio, working with Presper Financial Architects, LLC. Thomas has previously held positions at The Millennial Group, Cetera Advisors LLC, and Presper Financial Architects, LLC. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Thomas is part of Presper Financial Architects, LLC, which operates out of Akron, Ohio. The firm has one office and eight employees. The firm manages assets totaling $288.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Presper Financial Architects, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

441 Wolf Ledges Parkway Suite 103
Akron, OH 44311-1077

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Presper Financial Architects, LLC Brokerage Details

Total Assets Under Management

$288,916,100

OH Average: $2,106,341,625
Total Number of Employees

8

OH Average: 34
Total Number of Accounts

1,898

OH Average: 1,972
Average Account Size

$152,221

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Thomas Presper Work History

2017 - Present (8 years)

Presper Financial Architects, LLC

2013 - 2018 (5 years)

Cetera Advisors LLC

2002 - 2017 (15 years)

The Millennial Group

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Disclosures

Please visit the SEC profile of Thomas Presper 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 Presper Financial Architects, LLC

Daniel Garner
Akron, OH
Thomas Presper
Akron, OH

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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