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

Thomas M. Kettering

Some features on this profile are disabled
CRD#: 1258750
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 Michael Kettering, who also goes by Tom Kettering, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1984. Thomas had worked at 13 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Kettering

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 14, 2012 - May 31, 2013

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
ALPHARETTA, GA
Past

February 13, 2012 - May 31, 2013

INVESTACORP, INC.

BD
CRD#: 7684
ALPHARETTA, GA
Past

November 20, 2007 - February 12, 2010

PPA ADVISORY SERVICES, INC.

RIA
CRD#: 125930
ROSWELL, GA
Past

August 4, 2003 - February 12, 2010

PPA INVESTMENTS, INC.

BD
CRD#: 15869
ROSWELL, GA
Past

June 15, 2000 - March 14, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 15, 2000 - March 14, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

May 13, 1999 - May 12, 2000

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

April 14, 1997 - March 15, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

February 2, 1995 - May 8, 1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

February 2, 1995 - May 8, 1997

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

February 12, 1991 - October 17, 1994

THE GREAT-WEST LIFE ASSURANCE COMPANY

BD
CRD#: 5927
ENGLEWOOD, CO
Past

March 6, 1986 - February 13, 1991

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

April 13, 1984 - August 20, 1985

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110

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
IAR
Series 66
Date: 6/22/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IA
INVESTACORP ADVISORY SERVICES INC
INVESTACORP ADVISORY SERVICES INC

CRD#: 109011 / SEC#: 801-57738

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
4400 Biscayne Blvd 11th Floor, Miami, FL 33137
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

INVESTACORP ADVISORY SERVICES, INC. WRAP FEE PROGRAM BROCHURE (6/26/2020)

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


INVESTACORP ADVISORY SERVICES INC

CRD#: 109011

TRUST BUT VERIFY

Monitor Thomas Kettering

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
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
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