Thomas R. Czanstkowski

THE SHERRY GROUP

Mountain Home, AR 72653

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CRD#: 3130697

Professional summary

Thomas Ronald Czanstkowski, CFP® is a registered financial advisor currently at THE SHERRY GROUP, INC. located in Mountain Home, Arkansas and OSAIC WEALTH, INC. located in Mountain Home, Arkansas.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Thomas has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Thomas Ronald Czanstkowski'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

May 6, 2008 - Present

THE SHERRY GROUP, INC.

Office #1: 106 East 7th Street, Mountain Home, AR 72653Office #2: 5 E. 6th Street, Mountain Home, AR 72653

RIA

CRD#: 146271

Mountain Home, AR

Current

November 2, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 5 E. Sixth Street, Mountain Home, AR 72653Office #2: 106 East 7th Street, Mountain Home, AR 72653

RIA

CRD#: 23131

Mountain Home, AR

Past

May 13, 2016 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

MOUNTAIN HOME, AR

Past

September 4, 2009 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

MOUNTAIN HOME, AR

Past

August 7, 2000 - April 18, 2008

PARAGON ADVISORS LLC

RIA

CRD#: 106807

MOUNTAIN HOME, AR

Past

October 14, 1998 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

MOUNTAIN HOME, AR

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".

THE SHERRY GROUP, INC.

CRD#: 146271 / SEC#: 801-133990

RIA

Registered Investment Advisory firm - (7/25/2025 Approved)

Arkansas

Registered Investment Advisory firm - (8/7/2025 Terminated)

Florida

Registered Investment Advisory firm - (7/30/2025 Terminated)

Illinois

Registered Investment Advisory firm - (7/30/2025 Terminated)

Missouri

Registered Investment Advisory firm - (7/30/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/30/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/30/2025 Terminated)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/9/2025)

IAR

Arkansas
(5/6/2008)

Arkansas
(11/2/2018)

Connecticut
(2/1/2022)

Georgia
(2/17/2022)

Illinois
(11/2/2018)

Missouri
(11/2/2018)

North Carolina
(8/18/2020)

Wisconsin
(11/2/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/22/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/6/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/28/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/31/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

THE SHERRY GROUP, INC.

CRD#: 146271 / SEC#: 801-133990

RIA

Registered Investment Advisory firm - (7/25/2025 Approved)

Arkansas

Registered Investment Advisory firm - (8/7/2025 Terminated)

Florida

Registered Investment Advisory firm - (7/30/2025 Terminated)

Illinois

Registered Investment Advisory firm - (7/30/2025 Terminated)

Missouri

Registered Investment Advisory firm - (7/30/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/30/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/30/2025 Terminated)

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Contact information

Main Address

5 E. 6th Street, Mountain Home, AR 72653

Mailing Address

106 East 7th Street, Mountain Home, AR 72653

Phone number

(870) 425-8252

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/22/2026)

Regulatory assets under management

Total Number of Accounts	469
AUM (Assets Under Management)	$ 130,308,548

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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Thomas R. Czanstkowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Ronald Czanstkowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

PARAGON ADVISORS LLC

TRANSAMERICA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

THE SHERRY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/1999

Series 63

Date: 10/5/1998

SIE

Date: 10/1/2018

Series 7

Date: 10/6/1998

Series 51

Date: 3/28/2003

Series 24

Date: 12/31/2002

FINRA

Current Firm

THE SHERRY GROUP, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE SHERRY GROUP, INC.

TRUST BUT VERIFY

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