Tomasz
Cymer
Opulen Financial Group, LLC
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About this Advisor
Tomasz Cymer is a certified financial planner and chartered financial analyst operating in Arlington, Virginia with a total of 8 years of relevant experience. Cymer is currently employed by Opulen Financial Group, LLC. Cymer has gained experience at Next Financial Group Inc, Opulen Financial Group, LLC, Zeiders Enterprises and Sole Propietor. Cymer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas and Virginia. Opulen Financial Group, LLC is a financial advisory firm operating out of Arlington, VA. The firm has just one advisor. It administers $97 million in assets under management across its 459 customer accounts, placing it among the smaller firms in the United States by assets under management. Of its 459 accounts, 15% are associated with high-net-worth investors who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice typically depend on which services the firm provides the client. However, fees billed by Opulen Financial Group, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Opulen Financial Group, LLC Brokerage Details
$96,622,000
1
459
$210,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Tomasz Cymer Work History
Tomasz has been registered as a financial advisor for 8 years.*
Opulen Financial Group, LLC
Sole Propietor
Zeiders Enterprises
Next Financial Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tomasz Cymer 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 Opulen Financial Group, LLC
Arlington, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
