TB
Thomas E. Burch
LARSON FINANCIAL GROUP
Fort Wayne, IN 46804
Some features on this profile are disabled
CRD#: 5859361
TB
Professional summary
Thomas E Burch, who also goes by Thomas Edward Burch II, Thomas Edward Burch, Tom ^edward Burch ^ii, is a registered financial advisor currently at LARSON FINANCIAL GROUP, LLC located in Fort Wayne, Indiana and LARSON FINANCIAL SECURITIES, LLC located in Fort Wayne, Indiana.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Thomas has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thomas Edward Burch Ii | Thomas Edward Burch | Tom ^edward Burch ^ii
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.
I AM THE PRINCIPAL BROKER OF PINNACLE REALTY GROUP LLC (A RESIDENTIAL REAL ESTATE COMPANY). IT WAS FORMED JAN. 2010, AND I AM THE ONLY MEMBER OF THE BROKERAGE. IT IS NON-INVESTMENT-RELATED. I HAVE CONDUCTED NO BUSINESS UNDER THIS NAME SINCE INCEPTION. I FORMED THE BUSINESS IN CASE I WANTED TO BUY OR SELL A HOME OR IF A FAMILY OR FRIEND WANTED TO DO SO. I SPEND NO TIME WITH THE BUSINESS DURING SECURITIES TRADING HOURS, AND I SPEND LESS THAN ONE HOUR PER MONTH ON THE BUSINESS. FINANCIAL SERVICES FOR PHYSICIANS, LLC (05/16/2013)- 3938 FAIRFIELD AVE, FORT WAYNE, IN 46807 - FINANCIAL PLANNING - INVESTMENT RELATED - OWNER MEMBER - 15 HRS/MTH - 10 TRADING HRS/MTH - FINANCIAL PLANNING SERVICES OFFERED THROUGH LARSON FINANCIAL GROUP, LLC. LARSON FINANCIAL HOLDINGS, LLC - NON OPERATING HOLDING COMPANY - SHAREHOLDER - 14567 N. Outer 40 Rd., Suite 300, Chesterfield, MO 63017 - 1 HRS/MTH- 0 TRADING HRS
CRS (Client Relationship Summary) - RIA
Click below to view Thomas E Burch'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
February 20, 2013 - Present
LARSON FINANCIAL GROUP, LLC
Office #1: 4105 W Jefferson Blvd Suite 3, Fort Wayne, IN 46804RIA
CRD#: 140599
Fort Wayne, IN
Current
February 20, 2013 - Present
LARSON FINANCIAL SECURITIES, LLC
Office #1: 4105 W Jefferson Blvd Suite 3, Fort Wayne, IN 46804BD
CRD#: 152517
Fort Wayne, IN
Past
January 7, 2011 - February 20, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FORT WAYNE, IN
Past
December 7, 2010 - February 20, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC | WORK OPTIONAL | THE PHYSICIANS THRIVE | OAKMONT FINANCIAL GROUP | MIDWEST WEALTH MANAGEMENT | LIONSGATE ADVISORS
CRD#: 140599 / SEC#: 801-71543
RIA
Registered Investment Advisory firm - (6/23/2010 Approved)Florida
Registered Investment Advisory firm - (6/30/2010 Terminated)Indiana
Registered Investment Advisory firm - (6/30/2010 Terminated)Kansas
Registered Investment Advisory firm - (6/30/2010 Terminated)Kentucky
Registered Investment Advisory firm - (6/30/2010 Terminated)Minnesota
Registered Investment Advisory firm - (7/1/2010 Terminated)Missouri
Registered Investment Advisory firm - (6/30/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2010 Terminated)Tennessee
Registered Investment Advisory firm - (7/30/2010 Terminated)Texas
Registered Investment Advisory firm - (6/30/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (6/30/2010 Terminated)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.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(9/15/2025)
RR
California(6/9/2025)
RR
Colorado(9/15/2025)
RR
Florida(1/20/2023)
RR
Georgia(12/14/2023)
RR
Illinois(7/25/2025)
RR
Indiana(2/20/2013)
IAR
Indiana(2/20/2013)
RR
Michigan(5/27/2025)
RR
Minnesota(1/13/2025)
RR
Montana(7/25/2024)
RR
Nebraska(2/21/2025)
RR
New Jersey(2/22/2023)
RR
New Mexico(5/8/2025)
RR
New York(2/7/2025)
RR
North Carolina(7/14/2025)
RR
Ohio(2/21/2013)
RR
Oklahoma(9/15/2025)
RR
Pennsylvania(9/2/2025)
RR
Rhode Island(6/18/2025)
RR
South Carolina(1/27/2025)
RR
South Dakota(2/24/2025)
RR
Tennessee(4/8/2024)
RR
Texas(7/8/2020)
IAR
Texas(2/16/2021)
RR
Utah(8/29/2025)
RR
Virginia(2/22/2023)
RR
West Virginia(2/27/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LF
LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC | WORK OPTIONAL | THE PHYSICIANS THRIVE | OAKMONT FINANCIAL GROUP | MIDWEST WEALTH MANAGEMENT | LIONSGATE ADVISORS
CRD#: 140599 / SEC#: 801-71543
RIA
Registered Investment Advisory firm - (6/23/2010 Approved)Florida
Registered Investment Advisory firm - (6/30/2010 Terminated)Indiana
Registered Investment Advisory firm - (6/30/2010 Terminated)Kansas
Registered Investment Advisory firm - (6/30/2010 Terminated)Kentucky
Registered Investment Advisory firm - (6/30/2010 Terminated)Minnesota
Registered Investment Advisory firm - (7/1/2010 Terminated)Missouri
Registered Investment Advisory firm - (6/30/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2010 Terminated)Tennessee
Registered Investment Advisory firm - (7/30/2010 Terminated)Texas
Registered Investment Advisory firm - (6/30/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (6/30/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 N Broadway Suite 1700, Saint Louis, MO 63102
Mailing Address
Phone number
(866) 569-2450
Established
Firm type
Fiscal year end
# of Employees
115
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,504 |
| AUM (Assets Under Management) | $ 4,032,736,835 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/08/2024 | ||
| 12/13/2023 | ||
| 01/03/2023 |
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.
