Thomas J. Phelan
Professional summary
Thomas Joseph Phelan Jr, who also goes by Thomas J. Phelan, Thomas Joseph Phelan Jr., Thomas Joseph Phelan, Tom Phelan, is a registered financial advisor currently at BLUE MONARCH FINANCIAL INC. located in Greenville, Texas.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Thomas has worked at 2 firms and has passed the Series 65 exam.
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Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Joseph Phelan Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 17, 2024 - Present
BLUE MONARCH FINANCIAL INC.
Office #1: 2418 Lee Street Suite 130, Greenville, TX 75401March 8, 2024 - March 5, 2025
IMPACT PARTNERSHIP WEALTH, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/17/2024)
Current Firm
BLUE MONARCH FINANCIAL INC.
CRD#: 330561 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 9,421,200 |
Red Flags
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Company Information
BLUE MONARCH FINANCIAL INC.
CRD#: 330561Greenville, TX 75401TRUST BUT VERIFY
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