Thomas E Poltersdorf
CFP®Professional Summary
Thomas E Poltersdorf, CFP®, who also goes by Thomas Edward Poltersdorf, Thomas E Poltersdorf Jr, is a registered financial advisor currently at GT WEALTH LLC located in Lebanon, Pennsylvania. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Thomas has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Business Services
- Retirement Planning
Specializations
Biography
I help small business owners align their Personal, Financial, and Business goals to position themselves for a successful business exit on their terms. We help identify, create, and align their: Personal Goals - Develop your life plan Financial Goals - Create a personal financial plan addressing estate & tax planning Business Goals - Maximize your company value Learn more at https://beyondyourexitwm.com/ or Listen to the podcast Business Exit Success at https://beyondyourexitwm.com/podcast. This is a podcast...
Other Aliases
Thomas Edward Poltersdorf, Thomas E Poltersdorf Jr
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
BEYOND YOUR EXIT WEALTH MANAGEMENT | GT WEALTH LLC | BEYOND YOUR EXIT WEALTH MANAGEMENT LLC
Contact Information
Main Address
336 Cumberland St S, Lebanon, PA 17042Phone Number
(570) 269-5055# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
7AUM (Assets Under Management)
$3,360,978Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/22/2021)
(9/28/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas E Poltersdorf's CRS (Customer Relationship Summary).
Services Offered by Thomas
- Tax Planning
- Business Services
- Retirement Planning
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