Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
3yrs
Chadwick Thomas
Financial advisor at Cetera Investment Advisers
Based in Overland Park, Kansas, Chadwick Thomas is a fiduciary financial advisor with 3 years of industry experience. Chadwick has been with Cetera Investment Advisers since 2024. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office10955 Lowell Ave Suite 900, 910, 920, 100, And 200, Overland Park, KS 66210
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
Contact Chadwick
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Chadwick. 10955 Lowell Ave Suite 900, 910, 920, 100, And 200Overland Park, KS 66210Office · Get directions
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Questions to ask Chadwick
Tailored to Chadwick’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 Chadwick
How do I contact Chadwick?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Chadwick Thomas. Chadwick works from the Overland Park, KS office.
How long has Chadwick been a financial advisor?
Chadwick has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Chadwick hold?
Series 66. Tap any license on this page to see what it allows.
Is Chadwick a fiduciary?
Chadwick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chadwick paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chadwick 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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