Raymond James Financial Services Advisors
47yrs
Top advisor by experience at Raymond James Financial Services Advisors
7yrs
Joseph Thomas
Full name on record: Joseph Patrick Thomas
Financial advisor at Columbia Advisory Partners
Joseph Thomas is a fiduciary financial advisor in Sioux Falls, South Dakota, with 7 years in the industry. After two years at Cetera Investment Advisers and four years at Securian Financial Services, Joseph joined Columbia Advisory Partners in 2026, a firm offering financial planning, investment management, and private fund management. Columbia Advisory Partners reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 433 advisors with offices in Sioux Falls, and one of 409 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeSioux Falls, SD
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$470,841
Advisors at the firm18
States licensed ?2 states
Services through Columbia Advisory Partners
Financial planningInvestment management for individuals and small businessesManaging private funds
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.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowColumbia Advisory Partners, LLCCurrent firm
- 2023 – 2026Cetera Investment Advisers LLCPreviously
- 2019 – 2023Securian Financial Services, Inc.Previously
Contact Joseph
(509) 822-3850Firm headquarters in Spokane, WA. Ask for Joseph. Sioux Falls, SDOffice · Get directions Facebook pageColumbia Advisory PartnersIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joseph
How do I contact Joseph?
Call Columbia Advisory Partners at (509) 822-3850 and ask for Joseph Thomas. Joseph works from the Sioux Falls, SD office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Columbia Advisory Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph 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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