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Thomas G. Labeau

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CRD#: 1024145
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Glavin Labeau, who also goes by Tom Labeau, was a registered financial advisor .

Thomas is a previously registered financial advisor and started their career in finance in 1982. Thomas had worked at 12 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Labeau

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 4, 2010 - September 4, 2014

KALOS MANAGEMENT

RIA
CRD#: 133025
LIVONIA, MI
Past

April 29, 2010 - September 4, 2014

KALOS CAPITAL, INC.

BD
CRD#: 44337
LIVONIA, MI
Past

April 23, 2010 - May 12, 2010

KALOS MANAGEMENT

RIA
CRD#: 133025
LIVONIA, MI
Past

January 4, 2010 - March 30, 2010

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
PLYMOUTH, MI
Past

April 17, 2006 - December 31, 2009

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
PLYMOUTH, MI
Past

March 21, 2005 - March 30, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
PLYMOUTH, MI
Past

March 30, 2004 - March 23, 2005

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN
Past

December 19, 2003 - March 24, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

September 21, 1995 - December 31, 2001

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

December 22, 1992 - October 24, 1995

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

February 13, 1991 - December 15, 1992

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

January 4, 1988 - November 21, 1990

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

December 10, 1986 - November 10, 1987

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

February 18, 1982 - December 23, 1986

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

February 18, 1982 - February 10, 1987

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/3/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KM
KALOS MANAGEMENT
CATALYST WEALTH MANAGEMENT | KALOS MANAGEMENT, INC. | KALOS MANAGEMENT

CRD#: 133025 / SEC#: 801-65182

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Contact information


Main Address
818 A1a N Ste. 30, Ponte Vedra Beach, FL 32082
Mailing Address
Phone number
(770) 407-5401
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/16/2023)

Regulatory assets under management


Total Number of Accounts1,174
AUM (Assets Under Management)$ 128,562,434

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KALOS MANAGEMENT

CRD#: 133025

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