Thomas Wielgus

Thomas Wielgus

LPL Financial Investment Advisor Representative, ChFC, CPA

LICENSES AND PROFESSIONAL DESIGNATIONS
 

  • Chartered Financial Consultant
  • LPL Financial Investment Advisor Representative (IAR)
  • Certified Public Accountant
  • FINRA Securities Licenses: Series 6, 7, 63, 65 registrations held with LPL Financial
  • Insurance Licenses: State of Washington ­ Life, Health, Disability


PROFESSIONAL EXPERIENCE

  • Offering financial guidance and counsel, investments and insurance since 1989.


EDUCATION
 

  • Masters Degree (Finance & Economics) Northwestern University - Evanston, Illinois
  • Bachelors Degree (Accounting) Roosevelt University - Chicago, Illinois
Phone (425) 338-4991
Fax (425) 338-3902