Thomas W. Repaskey

ADVISOR SHARE WEALTH MANAGEMENT

Okemos, MI 48864

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CRD#: 1101868

Professional summary

Thomas W Repaskey, who also goes by Thomas William Repaskey, is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Okemos, Michigan and CARDINAL FINANCIAL CONSULTANTS, LLC located in Okemos, Michigan.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Thomas has worked at 8 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas William Repaskey

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.

11/1997 TO PRESENT - shareholder of TransPac, LLC which takes 2 hours per month. President of CarsINC, a 501 c 3 charity in which we give cars to single mothers to help them get a job or keep a job. It takes about 2 hours a week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas W Repaskey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

April 25, 2025 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Office #1: 4295 Okemos Road #120, Okemos, MI 48864

RIA

CRD#: 307997

Okemos, MI

Current

May 9, 2025 - Present

CARDINAL FINANCIAL CONSULTANTS, LLC

Office #1: 4295 Okemos Rd #120,, Okemos, MI 48864

RIA

CRD#: 147918

Okemos, MI

Past

October 18, 2024 - December 31, 2024

ADVISOR SHARE WEALTH MANAGEMENT, LLC

RIA

CRD#: 307997

Okemos, MI

Past

September 3, 2024 - September 12, 2024

SPC

RIA

CRD#: 110692

Okemos, MI

Past

January 5, 2011 - December 31, 2024

CARDINAL FINANCIAL CONSULTANTS, LLC

RIA

CRD#: 147918

OKEMOS, MI

Past

July 28, 2006 - May 15, 2007

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

OKEMOS, MI

Past

August 13, 2001 - August 24, 2006

CAMBRIDGE GROUP INVESTMENTS, LTD.

CRD#: 47399

EAST LANSING, MI

Past

January 16, 1991 - August 27, 2001

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

September 30, 1987 - November 20, 1990

FIRST OF MICHIGAN CORPORATION

CRD#: 311

DETROIT, MI

Past

May 26, 1983 - August 25, 1987

PRESCOTT, BALL & TURBEN, INC.

CRD#: 7656

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/16/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 2/26/1990

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/21/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/13/2006

General Securities Principal Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 185,181,144

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.

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Advisor Monitoring

Firm Stability Insights

Thomas W. Repaskey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas W Repaskey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARDINAL FINANCIAL CONSULTANTS, LLC

ADVISOR SHARE WEALTH MANAGEMENT, LLC

SPC

CARDINAL FINANCIAL CONSULTANTS, LLC

SUMMIT BROKERAGE SERVICES, INC.

CAMBRIDGE GROUP INVESTMENTS, LTD.

KEYBANC CAPITAL MARKETS INC.

FIRST OF MICHIGAN CORPORATION

PRESCOTT, BALL & TURBEN, INC.

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2010

Series 63

Date: 3/16/1983

Series 3

Date: 2/26/1990

Series 7

Date: 5/21/1983

Series 24

Date: 11/13/2006

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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