BT
Brent D. Thoman
COREVISION FINANCIAL GROUP
Shelbyville, IN 46176
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CRD#: 3273201
BT
Professional summary
Brent Dalton Thoman is a registered financial advisor currently at COREVISION FINANCIAL GROUP located in Shelbyville, Indiana and LPL FINANCIAL LLC located in Shelbyville, Indiana.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brent has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 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) 12/18/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - COREVISION FINANCIAL GROUP - START DATE=01/01/2015 - INVESTMENT RELATED - TIME SPENT 160 HOURS PER MONTH DURING TRADING - SHELBYVILLE, IN. 2) 04/30/2015 - BROWNING PIKE FINANCIAL LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 01/01/2015 - 160 HRS/MO DURING SECS TRDG HRS 3) 11/30/2015 - CoreVision Financial - Inv Rel - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start 11/17/2015 - 10 Hours Per Month/ 1 Hour During Securities Trading 4) 11/30/2015 - CoreVision Financial Group - Inv Rel - At Reported Business Location(s) - Insurance Agency - Agent - Start 11/17/2015 - 10 Hours Per Month/ 1 Hour During Securities Trading 5) 12/02/2015 - CoreVision Financial Group - Inv Rel - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start 12/01/2015 - 2 Hours Per Month/ 2 Hour During Securities Trading 6) 12/02/2015 - Brent D Thoman - Inv Rel - At Reported Business Location(s) - Non-Variable Insurance- Trails Only - Agent - Start 12/01/2015 - 1 Hours Per Month/ 1 Hour During Securities Trading 7) 05/30/2023 - coreVISION Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through CVFG, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 8) 05/30/2023 - CVFG LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through CVFG, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 9) 11/30/2023: Shelbyville Middle School Basketball Coach; Shelbyville, IN; Outside/W-2 Employment; 7th Grade Basketball Coach; not inv. related; start date 11/22/2023; 60hrs/mo.; 0hrs during trading. 10) 07/31/2024 - Shelbyville High School Baseball Coach - Other - High School Baseball Coach - Not Investment Related - 2003 S Miller St, Shelbyville, IN 46176 - Start Date 03/24/2025 - 40 Hours Per Month 11) 08/14/2024 - Shelbyville Middle School Basketball Coach - Outside/W-2 Employment - Assistant Basketball Coach - Not Investment Related - Shelbyville, IN - Start Date 10/21/2024 - 30 Hours Per Month/ 0 Hours During Trading 12) 02/21/2025- Crump Life- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/24/2025- 2 Houra Per Month- 2 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Brent Dalton Thoman'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®
NoneExperience
Current
May 12, 2023 - Present
COREVISION FINANCIAL GROUP
Office #1: 2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176RIA
CRD#: 325310
Shelbyville, IN
Current
July 25, 2014 - Present
LPL FINANCIAL LLC
Office #1: 2177 Intelliplex Dr Ste 201, Shelbyville, IN 46176-8584Office #2: 153 E Main St, Nashville, IN 47448RIA
BD
CRD#: 6413
Shelbyville, IN
Past
November 21, 2023 - November 30, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
NASHVILLE, IN
Past
July 25, 2014 - November 14, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
NASHVILLE, IN
Past
July 28, 2005 - July 31, 2014
OSAIC FS, INC.
RIA
CRD#: 3870
SHELBYVILLE, IN
Past
April 30, 2002 - July 31, 2014
OSAIC FS, INC.
BD
CRD#: 3870
SHELBYVILLE, IN
Past
December 8, 1999 - May 3, 2002
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
CINCINNATI, OH
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".
CF
COREVISION FINANCIAL GROUP
COREVISION FINANCIAL GROUP | CVFG LLC
CRD#: 325310 / SEC#: 801-127739
RIA
Registered Investment Advisory firm - (5/1/2023 Approved)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(7/25/2014)
RR
Arizona(1/28/2022)
RR
California(4/28/2015)
RR
Florida(7/25/2014)
RR
Georgia(4/28/2015)
RR
Illinois(11/16/2016)
RR
Indiana(7/25/2014)
IAR
Indiana(5/12/2023)
RR
Kansas(4/28/2015)
RR
Kentucky(9/15/2014)
RR
Massachusetts(11/9/2015)
RR
Michigan(7/25/2014)
RR
Minnesota(7/25/2014)
RR
Missouri(12/11/2024)
RR
Montana(2/27/2017)
RR
New Jersey(4/28/2015)
RR
North Carolina(2/27/2020)
RR
Ohio(2/24/2015)
RR
Pennsylvania(7/25/2014)
RR
South Carolina(7/9/2025)
RR
Tennessee(4/20/2015)
RR
Texas(7/25/2014)
RR
Utah(4/28/2015)
RR
Virginia(8/15/2017)
RR
Washington(9/13/2018)
RR
West Virginia(3/25/2015)
RR
Wisconsin(1/23/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
COREVISION FINANCIAL GROUP
COREVISION FINANCIAL GROUP | CVFG LLC
CRD#: 325310 / SEC#: 801-127739
RIA
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Contact information
Main Address
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176
Mailing Address
Phone number
(317) 398-8200
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,082 |
| AUM (Assets Under Management) | $ 352,323,031 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COREVISION FINANCIAL GROUP
CRD#: 325310Shelbyville, IN 46176TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
