Thomas
Geisler

H.D. Vest Advisory Services, Inc

CRD#4021237
Investment Advisor
in Pittsburgh, PA
Are you Thomas Geisler? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Geisler is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently an investment advisor at H.D. Vest Advisory Services, Inc, they have accrued an impressive 33 years of professional experience in the financial advisory industry. Geisler has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Geisler is able to act as an advisor based out of Pennsylvania and Texas. Their career trajectory has included roles at H.D.Vest Insurance Agency, Thomas A. Geisler & Co. Pc, H.D. Vest Investment Services, H.D. Vest Advisory Services and Hd Vest Insurance Agency. H.D. Vest Advisory Services, Inc is headquartered in Pittsburgh, Pennsylvania, and operates out of 1,850 additional locations in the nation. Overall, H.D. Vest Advisory Services, Inc manages $13 billion in assets dispersed across 56,776 accounts and retains more than 7,786 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. The firm manages 26,647 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. H.D. Vest Advisory Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

278 Beverly Rd.
Pittsburgh, PA 15216

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.

H.D. Vest Advisory Services, Inc Brokerage Details

Total Assets Under Management

$12,540,488,335

PA Average: $3,042,739,679
Total Number of Employees

1,982

PA Average: 49
Total Number of Accounts

61,344

PA Average: 2,315
Average Account Size

$204,429

PA Average: $1,314,358

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

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

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Thomas Geisler Work History

Thomas has 33 years of experience.

2014 - Present (5 years)

H.D.Vest Insurance Agency

2014 - Present (5 years)

Hd Vest Insurance Agency

2000 - Present (19 years)

H.D. Vest Advisory Services

1999 - Present (20 years)

H.D. Vest Investment Services

1985 - Present (34 years)

Thomas A. Geisler & Co. Pc

Disclosures

Thomas Geisler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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

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