Coordinated Capital Securities
44yrs
Top advisor by experience in Kenosha
23yrs
Based in Kenosha, Wisconsin, Thomas Heller is a fiduciary financial advisor with 23 years of industry experience. Thomas has been with LPL Financial since 2024; before that, Thomas spent a year at Osaic Wealth and eight years at Woodbury Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 55 advisors with offices in Kenosha, and one of 51 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office6520 67th St, Kenosha, WI 53142
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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
- Dec 2024 – nowLPL Financial LLCCurrent firm
- Jan 2024 – Dec 2024Osaic Wealth, Inc.Previously
- 2015 – 2024Woodbury Financial Services, Inc.Previously
- 2005 – 2015Cadaret, Grant & CO., Inc.Previously
Contact Thomas
Local office(262) 925-6440Ask for Thomas. (704) 733-3300Main office · Fort Mill, SC 6520 67th StKenosha, WI 53142Office · Get directions Facebook pageLPL Financial
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- 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?
- 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 Thomas’s local office at (262) 925-6440 or the LPL Financial main office at (704) 733-3300, and ask for Thomas Heller.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2003, about 23 years. More experience than 69% of advisors nationwide.
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?
LPL Financial 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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