Thomas W. Tarr
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
EDINA, MN
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CRD#: 5958769
Professional summary
Thomas W Tarr, CFP®, who also goes by Thomas Wayne Tarr, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Edina, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Edina, Minnesota.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Thomas has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
I work together with high net worth individuals and families to assist them with complex investment strategy guidance; including tax efficient investing and estate planning considerations. As a CFP® practitioner I truly believe that my 11 years of experience and passion for understanding financial planning, and your unique situation, will benefit you well as you work toward your financial goals. I am also responsive and will reply to your emails, phone calls and texts the same or next day.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Thomas Wayne Tarr
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.
OBA-2976|OrgNmn:Historic Housing Foundation|Org Addr:Minneapoli,Minnesota,US|OBA Nature:restoring a fraternity house|Invst Rel:N|Title:Director|Duties:organize fundraisers|StrtDt:04-05-12|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Thomas W Tarr'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®
CFP®
Start date: 2018
Education
University of St. Thomas
Master of Business Administration (MBA) - Management
1997
University of Minnesota - Carlson School of Management
Bachelor of Science in Business - Marketing
1988
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7740 France Ave South, Edina, MN 55435-5847RIA
CRD#: 104555
EDINA, MN
Current
September 14, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7740 France Ave South, Edina, MN 55435-5847BD
CRD#: 7784
Edina, MN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
EDINA, MN
Past
December 17, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
EDINA, MN
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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
Alabama(9/29/2023)
RR
Arizona(7/11/2012)
RR
California(6/3/2013)
RR
Colorado(3/25/2023)
RR
Florida(7/11/2012)
RR
Illinois(1/5/2016)
RR
Indiana(1/28/2022)
RR
Iowa(9/30/2011)
RR
Maryland(4/23/2020)
RR
Massachusetts(1/6/2017)
RR
Minnesota(9/30/2011)
IAR
Minnesota(3/31/2025)
RR
Missouri(6/4/2021)
RR
Nevada(1/27/2022)
RR
New Hampshire(4/23/2020)
RR
New York(4/23/2020)
RR
North Dakota(9/30/2011)
RR
Pennsylvania(1/6/2017)
RR
South Carolina(4/23/2020)
RR
South Dakota(9/30/2011)
RR
Texas(4/7/2020)
IAR
Texas(3/31/2025)
RR
Utah(4/21/2022)
RR
Vermont(3/1/2024)
RR
Virginia(1/6/2017)
RR
Washington(7/19/2024)
RR
Wisconsin(9/30/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Edina, MNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
