Tomasz J. Cymer
OPULEN FINANCIAL GROUP
ARLINGTON, VA 22201
Some features on this profile are disabled
CRD#: 5092012
Professional summary
Tomasz John Cymer, CFA, CFP®, who also goes by Thomas John Cymer, Thomas Cymer, Tom Cymer, is a registered financial advisor currently at OPULEN FINANCIAL GROUP, LLC located in Arlington, Virginia.
Tomasz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Tomasz has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thomas John Cymer | Thomas Cymer | Tom Cymer
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)TOMASZ CYMER, SOLE PROPRIETOR; INSURANCE SALES (LIFE, DI, LTC); OWNER; 15% TIME SPENT; OWNERSHIP 100%; $10K/YR COMP; ONGOING 2)ZEIDERS ENTERPRISES;CORP;0% OWNERSHIP;2% TIME SPENT;2% COMP;EMPLOYEE;EDUCATIONAL SEMINARS AND TEACHING;INDEFINITE TERM 3)OPULEN FINANCIAL GROUP, LLC; DBA; I-RIA; 100% OWNERSHIP; OWNER; ASSET MANAGEMENT AND FINANCIAL PLANNING; COMMENCEMENT DATE: 01/01/2015; INDEFINITE; 160HRS/MO; $100K COMP
CRS (Client Relationship Summary) - RIA
Click below to view Tomasz John Cymer'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: 2010
Experience
Current
December 8, 2014 - Present
OPULEN FINANCIAL GROUP, LLC
Office #1: 3101 Wilson Blvd Suite 500, Arlington, VA 22201RIA
CRD#: 173963
ARLINGTON, VA
Past
May 26, 2009 - January 13, 2015
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
ARLINGTON, VA
Past
May 26, 2009 - April 24, 2015
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
ARLINGTON, VA
Past
April 17, 2006 - June 1, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
VIENNA, VA
Past
March 30, 2006 - June 1, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
VIENNA, VA
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".
OF
OPULEN FINANCIAL GROUP, LLC
OPULEN FINANCIAL | OPULEN FINANCIAL GROUP, LLC
CRD#: 173963 / SEC#: 801-126034
RIA
Registered Investment Advisory firm - (7/11/2022 Approved)Connecticut
Registered Investment Advisory firm - (7/25/2022 Terminated)District of Columbia
Registered Investment Advisory firm - (7/12/2022 Terminated)Louisiana
Registered Investment Advisory firm - (7/25/2022 Terminated)Maryland
Registered Investment Advisory firm - (7/27/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (7/12/2022 Terminated)Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)Virginia
Registered Investment Advisory firm - (7/13/2022 Terminated)Washington
Registered Investment Advisory firm - (8/23/2022 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.Highlighted states indicate IAR registrations
IAR
District of Columbia(5/20/2024)
IAR
Texas(2/14/2022)
IAR
Virginia(1/15/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OF
OPULEN FINANCIAL GROUP, LLC
OPULEN FINANCIAL | OPULEN FINANCIAL GROUP, LLC
CRD#: 173963 / SEC#: 801-126034
RIA
Registered Investment Advisory firm - (7/11/2022 Approved)Connecticut
Registered Investment Advisory firm - (7/25/2022 Terminated)District of Columbia
Registered Investment Advisory firm - (7/12/2022 Terminated)Louisiana
Registered Investment Advisory firm - (7/25/2022 Terminated)Maryland
Registered Investment Advisory firm - (7/27/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (7/12/2022 Terminated)Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)Virginia
Registered Investment Advisory firm - (7/13/2022 Terminated)Washington
Registered Investment Advisory firm - (8/23/2022 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3101 Wilson Blvd Suite 500, Arlington, VA 22201
Mailing Address
Phone number
(571) 299-2053
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 616 |
| AUM (Assets Under Management) | $ 135,334,000 |
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.
