Thomas C. Dettre

TRUE NORTH FINANCIAL PLANNING

South Burlington, VT 05403

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CRD#: 6302368

Professional summary

Thomas Collbran Dettre is a registered financial advisor currently at TRUE NORTH FINANCIAL PLANNING, LLC located in South Burlington, Vermont.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Thomas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 PROVIDING HEALTH CARE FINANCIAL CONSULTING SERVICES TO INDIVIDUALS AND SMALL BUSINESSES. MY COMPENSATION IS IN THE FORM OF A CONSULTING FEE FOR MY SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Collbran Dettre'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

April 10, 2014 - Present

TRUE NORTH FINANCIAL PLANNING, LLC

Office #1: 68 Randall Street Suite #120, South Burlington, VT 05403

RIA

CRD#: 170555

South Burlington, VT

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

Vermont
(4/10/2014)

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

State Security Law Exam

IAR

Series 65

Date: 3/3/2014

Uniform Investment Adviser Law Examination

Current Firm

TRUE NORTH FINANCIAL PLANNING, LLC

DETTRE, THOMAS C | TRUE NORTH FINANCIAL PLANNING, LLC

CRD#: 170555 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (4/13/2021 Terminated)

Vermont

Registered Investment Advisory firm - (4/10/2014 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

68 Randall Street Suite #120, South Burlington, VT 05403

Mailing Address

Po Box 8372, Burlington, VT 05402

Phone number

(802) 373-2591

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 3,509,652

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.

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Thomas C. Dettre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Collbran Dettre's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE NORTH FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2014

Current Firm

TRUE NORTH FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUE NORTH FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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