Edward Jones
23yrs
Top advisor by experience in Wheat Ridge
6yrs
Thomas Green
Financial advisor at Osaic Institutions
Based in Wheat Ridge, Colorado, Thomas Green is a fiduciary financial advisor with 6 years of industry experience. Thomas has been with Osaic Institutions since 2023; before that, Thomas spent three years at Cuso Financial Services and less than a year at Thrivent Investment Management. Osaic Institutions offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 16 advisors with offices in Wheat Ridge, and one of 15 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office5091 Kipling Street, Suite 110, Wheat Ridge, CO 80033
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowOsaic Institutions, Inc.Current firm
- 2021 – 2023Cuso Financial Services, L.P.Previously
- Jan 2021 – May 2021Thrivent Investment Management Inc.Previously
Contact Thomas
(203) 599-6000Firm headquarters in Meriden, CT. Ask for Thomas. 5091 Kipling Street, Suite 110Wheat Ridge, CO 80033Office · Get directions LinkedIn pageOsaic Institutions
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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 Institutions at (203) 599-6000 and ask for Thomas Green. Thomas works from the Wheat Ridge, CO office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Thomas hold?
Series 66. 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 Institutions 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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