AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TK

Thomas C. Kocherhans

Some features on this profile are disabled
CRD#: 1087686
TK

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 Croft Kocherhans, who also goes by Tom Kocherhans, Thomas Croft Kocherhaus, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1983. Thomas had worked at 4 firms and has passed the Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Kocherhans | Thomas Croft Kocherhaus

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

February 26, 1992 - February 28, 1995

TRIQUEST FINANCIAL, INC.

BD
CRD#: 6596
Past

May 14, 1990 - March 5, 1992

G.L. LEAVITT FINANCIAL GROUP

BD
CRD#: 17861
Past

June 30, 1988 - April 4, 1990

G.L. LEAVITT FINANCIAL GROUP

BD
CRD#: 17861
Past

November 30, 1987 - May 21, 1988

PIPER SANDLER & CO.

BD
CRD#: 665
Past

January 26, 1983 - December 2, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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: 1/19/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TF
TRIQUEST FINANCIAL, INC.
G.A. SCHUMACHER & ASSOCIATES, INC. | TRIQUEST FINANCIAL, INC. | SCHUMACHER & ASSOCIATES, INC.

CRD#: 6596 / SEC#: , 8-17701

BD
Terminated by SEC on 08/29/2001
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/13/1973
Firm type
Corporation
Fiscal year end
January
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SCHUMACHER, GEORGE ALPHONSECEO, V.P., TREASURER415872
WHITING, CHARLES WILLIAMPRESIDENT465646
BRENNER, LEON J.NONE4307890
DUNN, LESLIE JOSEPHCORPORATE SECERTARY; DIRECTOR1008286
VOSS, STEVEN WILLIAMDIRECTOR1502737

Disclosures


Regulatory Event4
Arbitration2

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


TRIQUEST FINANCIAL, INC.

CRD#: 6596

TRUST BUT VERIFY

Monitor Thomas Kocherhans

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics