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Samuel P. Thomassen

GK CAPITAL PARTNERS
Olympia, WA 98501
Some features on this profile are disabled
CRD#: 6011590
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Professional summary


Samuel P Thomassen, who also goes by Samuel Peter Thomassen, is a registered financial advisor currently at GK CAPITAL PARTNERS located in Olympia, Washington.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Samuel has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Samuel Peter Thomassen

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Samuel P Thomassen'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®
None

Experience


Current

October 22, 2012 - Present

GK CAPITAL PARTNERS

Office #1: 219 Legion Way Sw Suite 203-b, Olympia, WA 98501
RIA
CRD#: 150604
Olympia, WA
Past

March 9, 2012 - October 31, 2012

MORGAN STANLEY

RIA
CRD#: 149777
OLYMPIA, WA
Past

February 10, 2012 - October 31, 2012

MORGAN STANLEY

BD
CRD#: 149777
OLYMPIA, WA

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
Washington
(10/22/2012)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/8/2012
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


GC
GK CAPITAL PARTNERS
A STREET INVESTMENTS | GK CAPITAL PARTNERS LLC | GK CAPITAL PARTNERS

CRD#: 150604 / SEC#:

Washington
Registered Investment Advisory firm - (1/20/2010 Approved)
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Contact information


Main Address
219 Legion Way Sw Suite 203-b, Olympia, WA 98501
Mailing Address
Phone number
(360) 350-0765
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts81
AUM (Assets Under Management)$ 61,115,000

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.

Company Information


GK CAPITAL PARTNERS

CRD#: 150604Olympia, WA 98501

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