TH
Thomas A. Hardy
HARDY FINANCIAL PLANNING
Ann Arbor, MI
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CRD#: 5410811
TH
Professional summary
Thomas Archer Hardy, CFP® is a registered financial advisor currently at HARDY FINANCIAL PLANNING located in Ann Arbor, Michigan.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Thomas has worked at 1 firm .
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.
Thomas Hardy has been an Adjunct Professor of Finance at Cleary University in Ann Arbor, Michigan since 2004. In this capacity he teaches classes on Finance, Investing and Financial Planning. These responsibilities require an average of approximately 20 hours per month. Classes are normally taught outside securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Archer Hardy'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®
Experience
Current
December 17, 2010 - Present
HARDY FINANCIAL PLANNING
RIA
CRD#: 145071
Ann Arbor, MI
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
Michigan(12/17/2010)
Exams
Current Firm
HF
HARDY FINANCIAL PLANNING
HARDY FINANCIAL PLANNING | HARDY FINANCIAL PLANNING, INC.
CRD#: 145071 / SEC#:
Michigan
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Contact information
Main Address
Ann Arbor, MI
Mailing Address
3588 Plymouth Rd #305, Ann Arbor, MI 48105
Phone number
(734) 678-0580
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 12,000,000 |
Red Flags
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