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Thomas John Maher

Thomas John Maher

CFP®, ChFC®
WEALTHMARK
PAPILLION, NE
·CRD# 5832410·11 years experience

Professional Summary

Thomas John Maher, CFP®, ChFC®, who also goes by Tj Maher, Tom Maher, is a registered financial advisor currently at WEALTHMARK located in Papillion, Nebraska. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Thomas has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tj Maher, Tom Maher

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2015
ChFC®
Chartered Financial Consultant

Years of Experience

11 years in the financial services industry

Current & Past Employments

WEALTHMARK·CRD# 283600
RIA
Papillion, NE
May 12, 2016 - Present
ORION PORTFOLIO SOLUTIONS, LLC·CRD# 107975
RIA
Omaha, NE
February 25, 2015 - May 3, 2016

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Current Firm

WE
WEALTHMARK

WEALTHMARK | WEALTHMARK, INC.

CRD#: 283600
Nebraska
Registered Investment Advisory firm - Nebraska (5/6/2016 Approved)

Contact Information

Main Address

Papillion, NE

Phone Number

(402) 214-1062

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

41

AUM (Assets Under Management)

$18,159,370

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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.

2010-Present: Orion Advisor Services, LLC/Not Investment Related/Omaha, NE/Portfolio Accounting Solution Provider/Director of Implementations/Involves up to 75% time during traditional business hours.//

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2015About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Thomas John Maher's CRS (Customer Relationship Summary).

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Thomas John Maher
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