Thomas Hartman

from Summit Wealth Group LLC
SEC regulated
Regulated Investment Advisor
Thomas Hartman is a financial advisor based in Vermont, White River Junction, with 24 years of experience. Thomas currently works for Summit Wealth Group LLC. Thomas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Thomas Hartman works at Summit Wealth Group LLC
Summit Wealth Group LLC is a financial advisory firm based in White River Junction, Vermont. It currently has approximately $499,675,083 of assets under management and employs about 11 people. Summit Wealth Group LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
205 Billings Farm Road, Suite 2a, White River Junction, Vermont, 5001

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