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Tom P. Tresnowski
VINCOSE CAPITAL MANAGEMENT
EGG HARBOR, WI
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CRD#: 5306537
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Professional summary
Tom Paul Tresnowski is a registered financial advisor currently at VINCOSE CAPITAL MANAGEMENT, LLC located in Egg Harbor, Wisconsin.
Tom is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Tom has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tom Paul Tresnowski'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
April 20, 2007 - Present
VINCOSE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 142938
EGG HARBOR, WI
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
Texas(4/20/2007)
Current Firm
VC
VINCOSE CAPITAL MANAGEMENT, LLC
VINCOSE CAPITAL MANAGEMENT, LLC
CRD#: 142938 / SEC#:
Texas
Registered Investment Advisory firm - (11/17/2021 Approved)PREMIUM
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Contact information
Main Address
Egg Harbor, WI
Mailing Address
Phone number
(920) 479-0281
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 137,000 |
Red Flags
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