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TK

Thomas A. Ketelaar

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CRD#: 268762
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 A Ketelaar, who also goes by Tom A. Ketelaar, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1973. Thomas had worked at 14 firms and has passed the Series 65, Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom A. Ketelaar

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

May 24, 2012 - November 18, 2015

RETIREMENT DEPOT

RIA
CRD#: 142010
SAN DIEGO, CA
Past

January 10, 2012 - May 22, 2012

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
CHULA VISTA, CA
Past

January 10, 2012 - May 22, 2012

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
CHULA CISTA, CA
Past

August 17, 2011 - October 27, 2011

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
SAN DIEGO, CA
Past

August 12, 2011 - October 27, 2011

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SAN DIEGO, CA
Past

November 9, 2007 - August 27, 2009

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

April 22, 2004 - June 6, 2006

RJL FINANCIAL NETWORK, L.L.C.

RIA
CRD#: 128074
OMAHA, NE
Past

November 6, 2002 - August 21, 2009

RAYMOND J. LUCIA COMPANIES, INC.

RIA
CRD#: 115670
SAN DIEGO, CA
Past

September 30, 2002 - November 13, 2007

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SAN DIEGO, CA
Past

May 8, 2001 - September 30, 2002

THE ADVISORS GROUP, INC.

RIA
CRD#: 14035
SAN DIEGO, CA
Past

October 11, 1999 - September 30, 2002

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

June 18, 1989 - September 27, 1999

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 5, 1983 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

December 12, 1978 - March 24, 1981

ENTERPRISE FUND DISTRIBUTORS, INC.

BD
CRD#: 883
Past

August 5, 1975 - March 12, 1977

MARQUETTE FINANCIAL GROUP, INC.

BD
CRD#: 345
Past

April 25, 1973 - September 15, 1975

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421

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
IAR
Series 65
Date: 12/22/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 4/18/1973
Registered Representative Examination

Current Firm


RD
RETIREMENT DEPOT
COMPREHENSIVE WEALTH MANAGEMENT ADVISORS | RETIREMENT DEPOT | CWMA NEVADA, LLC | CWMA

CRD#: 142010 / SEC#:

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Contact information


Main Address
2660 Crimson Canyon Drive Suite 170, Las Vegas, NV 89128
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


RETIREMENT DEPOT

CRD#: 142010

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