Primerica Advisors
44yrs
Top advisor by experience in Lakewood
30yrs
Thomas Post has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Lakewood, Colorado. Thomas joined Eagle Strategies in 2004, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 315 advisors with offices in Lakewood, and one of 296 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 12% by experience in Colorado
Office215 Union Blvd Suite 200, Lakewood, CO 80228
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?2 states
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowEagle Strategies LLCCurrent firm
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Eagle Strategies at (888) 695-3245 and ask for Thomas Post. Thomas works from the Lakewood, CO office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1997, about 30 years. Top 12% by experience in Colorado.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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