About this Advisor
Thomas Schalk is an advisor who works out of Gainesville, Texas. Currently a registered financial advisor at Spc, Schalk has 10 years of work experience in the financial advisory industry. Schalk maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative. Schalk is registered to operate in Mississippi and Texas. Throughout their career, Schalk has worked at Bankers Life & Casualty, Proequities, Inc, Clientwise, Sigma Financial and Sigma Planning Corporation. Spc is headquartered in Gainesville, Texas, and operates out of 464 brick-and-mortar locations in the nation. As a firm, Spc oversees $5 billion in assets throughout 25,865 accounts and retains more than 705 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 25,860 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Spc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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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
- Educational seminars/workshops
Thomas Schalk Work History
Thomas has 10 years of experience.
Sigma Planning Corporation
Bankers Life & Casualty
Thomas Schalk has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.