Merrill
47yrs
Top advisor by experience in Indianapolis
6yrs
Thomas Kaiser
Financial advisor at Allworth Financial
Based in Indianapolis, Indiana, Thomas Kaiser is a financial advisor with 6 years of industry experience. Thomas has been with Allworth Financial since 2025; before that, Thomas spent five years at Sheaff Brock Investment Advisors. Thomas holds the CFA designation.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.12 million
Advisors at the firm319
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- May 2025 – nowAllworth Financial, L.P.Current firm
- 2020 – 2025Sheaff Brock Investment Advisors, LLCPreviously
Contact Thomas
8801 River Crossing Blvd Suite 100Indianapolis, IN 46240Office · Get directions Firm main line(916) 482-2196Headquarters: Allworth Financial · Folsom, CA Firm websiteallworthfinancial.com
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Allworth Financial at (916) 482-2196 and ask for Thomas Kaiser. Thomas works from the Indianapolis, IN 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?
No exams are listed on the official record.
Is Thomas a fiduciary?
Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Thomas paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. 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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