Independent Financial Group
44yrs
Top advisor by experience in Trenton
16yrs
Based in Trenton, Michigan, Thomas Wloch is a fiduciary financial advisor with 16 years of industry experience. Thomas joined Osaic Wealth in 2022, after 11 years at Hantz Financial Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15 advisors with offices in Trenton, and one of 14 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office3272 West Rd Suite 1, Trenton, MI 48183
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- 2022 – nowOsaic Wealth, Inc.Current firm
- 2011 – 2022Hantz Financial Services, Inc.Previously
Contact Thomas
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Thomas. 3272 West Rd Suite 1Trenton, MI 48183Office · Get directions
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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?
- 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 Osaic Wealth at (800) 821-5100 and ask for Thomas Wloch. Thomas works from the Trenton, MI office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2011, about 16 years. More experience than 51% 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?
Osaic Wealth 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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