RBC Capital Markets
47yrs
Top 1% by experience in Omaha
3yrs
Thomas Dunham has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Omaha, Nebraska. After three years at Edward Jones, Thomas joined Morgan Stanley in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office13625 California Street Suite 400, Omaha, NE 68154
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement 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
- Sep 2026 – nowMorgan StanleyCurrent firm
- 2023 – 2026Edward JonesPreviously
Contact Thomas
Local office(402) 399-6160Ask for Thomas. (914) 225-5510Main office · Purchase, NY 13625 California Street Suite 400Omaha, NE 68154Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Thomas’s local office at (402) 399-6160 or the Morgan Stanley main office at (914) 225-5510, and ask for Thomas Dunham.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2023, about 3 years. 3 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?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Omaha
LPL Financial
47yrs
Top 1% by experience in Omaha
Ameriprise Financial Services
47yrs
Top 1% by experience in Omaha
Gladstone Wealth Partners
47yrs
Top advisor by experience at Gladstone Wealth Partners
Arnold Weitz & CO
47yrs
Top 1% by experience in Omaha