AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JT

John M. Thomas

CORRELL CO. INVESTMENT SERVICES
Bolivar, MO 65613
Some features on this profile are disabled
CRD#: 5099935
JT

Professional summary


John Michael Thomas, who also goes by John M Thomas, is a registered financial professional currently at CORRELL CO. INVESTMENT SERVICES CORP. located in Bolivar, Missouri.

John is registered as a RR (Registered Representative) and started their career in finance in 2006. John has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John M Thomas

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) - BD


Click below to view John Michael Thomas'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

October 17, 2017 - Present

CORRELL CO. INVESTMENT SERVICES CORP.

Office #1: 180 N. Davis Drive, Bolivar, MO 65613
RIA
BD
CRD#: 38995
Bolivar, MO
Past

October 28, 2008 - October 17, 2017

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
BOLIVAR, MO
Past

August 5, 2008 - October 17, 2017

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
BOLIVAR, MO
Past

February 20, 2006 - June 30, 2008

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
SPRINGFIELD, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Arizona
(4/12/2023)
RR
Arkansas
(10/17/2017)
RR
Florida
(10/17/2017)
RR
Iowa
(10/17/2017)
RR
Minnesota
(9/15/2023)
RR
Missouri
(10/20/2017)
RR
Texas
(10/17/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/27/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CORRELL CO. INVESTMENT SERVICES CORP.
CORRELL CO. INVESTMENT SERVICES CORP. | CORRELL CO. INVESTMENT SERVICES CORP.

CRD#: 38995 / SEC#: 801-42789, 8-48507

RIA
Registered Investment Advisory firm - SEC (6/25/2002 Terminated)
Illinois
Registered Investment Advisory firm - SEC (4/22/2002 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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
9655 South 78th Avenue, Hickory Hills, IL 60457
Mailing Address
9655 South 78th Avenue, Hickory Hills, IL 60457-2211
Phone number
(708) 599-2900
Established
Illinois since 12/26/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (16 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CORRELL, EARL FRANKLIN IIISHAREHOLDER3151321
CORRELL, JAMES CHARLESSHAREHOLDER & CHIEF EXECUTIVE OFFICER2728531
CORRELL, MELODY NICOLECHIEF FINANCIAL OFFICER/FINOP & CHIEF COMPLIANCE OFFICER2256664
LUCENTE, DEBRA JEANSECRETARY2644948

Regulatory assets under management


Total Number of Accounts71
AUM (Assets Under Management)$ 233,300,000

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.

Company Information


CORRELL CO. INVESTMENT SERVICES CORP.

CRD#: 38995Bolivar, MO 65613

TRUST BUT VERIFY

Monitor John Thomas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Tyler Richard Vasquez
Tyler VasquezAdvisorCheck Check Mark
THREE ARCH WEALTH MANAGEMENT LLC
IAR
IRVINE, CA
Zackary Tyler Royce
Zackary RoyceAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
ONTARIO, CA
Michael Patrick Mcalpin
Michael McalpinAdvisorCheck Check Mark
INTELLICAPITAL ADVISORS LLC
IAR
PONTE VEDRA, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics