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BT

Brent D. Thoman

COREVISION FINANCIAL GROUP
Shelbyville, IN 46176
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Dalton Thoman'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®
None

Experience

Current

May 12, 2023 - Present

COREVISION FINANCIAL GROUP

Office #1: 2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176
RIA
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 47448
RIA
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 | PARADIGM WEALTH PARTNERS | 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
Arkansas
(3/4/2026)
RR
California
(4/28/2015)
RR
Florida
(7/25/2014)
RR
Georgia
(4/28/2015)
RR
Hawaii
(3/4/2026)
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
Louisiana
(3/4/2026)
RR
Maryland
(3/4/2026)
RR
Massachusetts
(11/9/2015)
RR
Michigan
(7/25/2014)
RR
Minnesota
(3/4/2026)
RR
Missouri
(3/4/2026)
RR
Montana
(2/27/2017)
RR
New Jersey
(4/28/2015)
RR
North Carolina
(3/6/2026)
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
Virgin Islands
(3/4/2026)
RR
Virginia
(8/15/2017)
RR
Washington
(9/13/2018)
RR
West Virginia
(3/25/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/14/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/16/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/7/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/15/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CF
COREVISION FINANCIAL GROUP
COREVISION FINANCIAL GROUP | PARADIGM WEALTH PARTNERS | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)
PREMIUM
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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 (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COREVISION DISCLOSURE BROCHURE (3/20/2026)

Regulatory assets under management

Total Number of Accounts2,851
AUM (Assets Under Management)$ 1,154,353,259

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

COREVISION FINANCIAL GROUP

CRD#: 325310Shelbyville, IN 46176

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