Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
The LPL investment advisor representatives offer securities and advisory services through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Thomas Sandkamp
AIF®
As a financial advisor for over 21 years. Thomas Sandkamp is dedicated to helping individuals and businesses build their financial futures and understand their true goals while evaluating current investment risk. To stay on top of his field and develop his professional skills, he regularly attends independent industry training and certification programs throughout the country. Maintaining a strong sense of community and a solid professional foundation are very important to Thomas. He is a member of the Claremont Masonic Lodge since 1999. He is also active in Siberian Husky rescue and fostering. Thomas also supports the local CHP 11-99 Foundation. Thomas has 5 children, ages 11 to 35 in addition to 3 grandchildren. Thomas enjoys travel, time with family, golf, shooting and trying new things. Thomas is also an Accredited Investment Fiduciary and holds the (AIF) designation.
Jarret Rodriguez Conklin
ChFC®, CIMA®
I will always be a Peekskill kid, born and raised forty-five minutes north of New York City and just thirty minutes from West Point (USMA). After graduating from Hendrick Hudson High School, I pursued my dream of joining and becoming a United States Marine. I served from 1999- 2006, during which time I participated in Operation Iraqi Freedom. Upon my honorable discharge from the Marine Corps, I relocated to Southern California, where I accepted an offer to join Morgan Stanley. In 2005 I moved my practice to Bank of America Investment Services (now Merrill Lynch) and once more in 2009 to Wells Fargo Advisors, where I enjoyed the privilege of serving my clients for eleven years.
I currently hold the Chartered Financial Consultant® (ChFC® designation, which was obtained and taught by The American College of Financial Services. Also, I hold the Certified Investment Management Analyst® (or CIMA® designation, administered by Investment Management Consultants Association®, and taught by Yale School of Management. CA Insurance Lic #0F12433
Chris Zambrano
Branch Operations Manager
From a young age, I've been genuinely curious about how people and the world around us work. Coupled with a desire to solve problems efficiently, a hunger for knowledge, and an empathetic spirit--I naturally gravitated toward building relationships and helping people.
At Homestead Wealth Management, I help support your financial advisor in running an efficient practice so that more of the time that you spend together is centered around you and your needs. We know you have many demands on your time, which could be better spent doing what you love most. My job is to makes things simpler and more convenient for you to do business.
I have 20 years of combined experience in relationship management, public speaking, marketing, and leadership; spending the last 14 years in the financial services industry. Most recently, I was a premier banker and brokerage associate with Wells Fargo, specializing in the needs of high net worth individuals and small businesses by delivering a personalized full-service experience with a team of financial professionals. I earned a Bachelor of Science degree in Business Management from California State University, Dominguez Hills. Growing up in the San Gabriel Valley, I have been a southern California native all my life, attending Bishop Amat Memorial High School while playing football, throwing shotput, and playing drums. Today, I still enjoy making music, performing on stage, music business consulting, and spending time with my family.
General Information |
| Firm Start Year: | 2020 | |
| No. of Employees: | 10-19 | |
| Insurance License#: | CA Insurance Lic. #0819047 |
| Name of Broker/Dealer: | LPL Financial |
| States Licensed in: | CA |
| Number of Years with Current Firm: | 7 |
| Work with the following types of clients: | Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals |
Services |
| Investment Types: | Mutual Funds, Insurance, Options & Futures, Bonds, Annuities, Stocks, Alternative Investments, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Office, Your Home, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Life, Variable Annuity |
Firm Information |
| Firm's Number of Clients: | 184 |
| Assets Managed by Firm: | 108,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Flat Fee, Commissions, Based on Assets, Hourly |
| Fee % Based on Assets: | .93% |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 4:30 PM |
| Tue. | 8:30 AM - 4:30 PM |
| Wed. | 8:30 AM - 4:30 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 8:30 AM - 1:30 PM |
| San Dimas | La Verne |
| Upland | Rancho Cucamonga, Ontario |
| Corona | Riverside |
| Orange County | |
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