UBS Financial Services
43yrs
Top 1% by experience nationwide
44yrs
Thomas Francis Kazak
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience44 years (since 1982)
How that compares ?Top advisor by experience in South Burlington
OfficeSouth Burlington, VT
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational 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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2011 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2006 – 2011Osaic Fa, Inc.Previously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Thomas Francis Kazak. Thomas works from the South Burlington, VT office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1982, about 44 years. Top advisor by experience in South Burlington.
What licenses does Thomas hold?
Series 63, 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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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