TC
Thomas R. Czanstkowski
THE SHERRY GROUP
Mountain Home, AR 72653
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CRD#: 3130697
TC
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.
1. TOM CZANSTKOWSKI FIXED INSURANCE SALES POSITION: Insurance Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/1997 ADDRESS: 5 East Sixth Street, Mountain Home AR 72653, United States DESCRIPTION: Selling Life, Disability, and Long-Term Care insurance 2. THE SHERRY GROUP INC. POSITION: Advisor / Chief Compliance Officer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2008 ADDRESS: 5 East Sixth Street, Mountain Home AR 72653, United States DESCRIPTION: Investment Advisor Compliance officer 3. MOUNTAIN HOME BOMBER BOOSTERS FOUNDATION POSITION: Board Member NATURE: Non-profit Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: P.O. Box 723, Mountain Home AR 72654, United States DESCRIPTION: New Board Member as of 10/2019 4. ROYAL ALLIANCE ASSOCIATES, INC. POSITION: Registered Representative NATURE: Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/2018 ADDRESS: 5 East Sixth Street, Mountain Home AR 72653, United States DESCRIPTION: Registered representative 5. FELLOWSHIP OF CHRISTIAN ATHLETES POSITION: Local FCA Board Member / Treasurer NATURE: Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 8701 Leeds Road, Kansas City MO 64129, United States DESCRIPTION: Attend board meetings, help share the vision of FCA, and report the financials of our local FCA region. I only report the financials. They are prepared by a FCA staff person and forwarded to me. I do not have any access to funds or bank accounts. I do help with fundraising. 6. CARE CENTER MINISTRIES POSITION: Board Member NATURE: Charitable Organizations INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2023 ADDRESS: 18 CR 458, Mountain Home AR 72653, United States DESCRIPTION: Board Member of the charity. To help with the direction and vision. 7. TOM CZANSTKOWSKI SELF POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2025 ADDRESS: 106th East 7th Street, Mountain Home AR 72653, United States DESCRIPTION: I am looking at buying an investment property and renting it out. 8. CZANSTKOWSKI PROPERTIES POSITION: Owner NATURE: LLC - I will be moving my previous OBA of rental property as owned personally over into a LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/08/2025 ADDRESS: 106th East 7th Street, Mountain Home AR 72653, United States DESCRIPTION: Owner of rental property
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Ronald Czanstkowski's 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®
Start date: 2013
Experience
Current
May 6, 2008 - Present
THE SHERRY GROUP, INC.
Office #1: 5 E. 6th Street, Mountain Home, AR 72653RIA
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 72653RIA
BD
CRD#: 23131
Mountain Home, AR
Past
May 13, 2016 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
MOUNTAIN HOME, AR
Past
September 4, 2009 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
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.
BD
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".
TS
THE SHERRY GROUP, INC.
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)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.RR
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
RR
Alabama(9/9/2025)
IAR
Arkansas(5/6/2008)
RR
Arkansas(11/2/2018)
RR
Connecticut(2/1/2022)
RR
Georgia(2/17/2022)
RR
Illinois(11/2/2018)
RR
Missouri(11/2/2018)
RR
North Carolina(8/18/2020)
RR
Wisconsin(11/2/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TS
THE SHERRY GROUP, INC.
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)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5 E. 6th Street, Mountain Home, AR 72653
Mailing Address
Phone number
(870) 425-8252
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 473 |
| AUM (Assets Under Management) | $ 111,867,695 |
Red Flags
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