Thomas Rogers
Structured Wealth Management

Tel: (419) 517-1227
6711 Monroe Street
Building V
Sylvania, OH 43560

Market Returns without Market Volatility

Structured Wealth Management | Financial Advisor in Sylvania ,OH

About Structured Wealth Management

    20 Years of Experience


  • CRD# 3251381
  • Insurance License# 0268922
  • Series: 7, 63
Connect With an Expert Financial Advisor and Get Answers

When can you afford to retire? How much can you spend each year without "drawing down" your savings? How do you manage your assets once you are retired? We can provide you with powerful, yet simple answers to these questions. We would be happy to create a financial plan uniquely for you - and we update plans as necessary, as goals and circumstances do change.


General Information

Firm Start Year:   2003
No.of Employees:   10-19
Insurance License#:   0268922
Name of Custodial Firm:   Fidelity
States Licensed in:   MI,OH,IN,FL
Number of Years with Current Firm:   15
Work Experience:   In 20 years of Financial Planning I have been through the 90's Tech bubble, the large swings of 2008 and the current 10 year bull market. This coupled with our 10 years of having a Tax practice allows us to handled all types of Client needs.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services

Investment Types:   Annuities , Mutual Funds , Options & Futures , Bonds , Stocks , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office , Video Conference , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Casualty , Property , Disability , Health , Variable Life , Long Term Care , Life

Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Hourly , Flat Fee , Based on Assets


Board Positions

Organization:  Pat Miller Foundation  Toledo Ohio
Position :  Board Member
Duration :  01/01/2008-Currently holding



Faqs

  • Do you have a customer satisfaction or refund policy? 100%
  • What are your qualifications? What is your education background? We have over 35 years of expierence in both Financial and Tax Planning
  • What services do you offer? Income Planning, Tax Free saving, Asset Allocation
  • How many clients do you currently manage? Only taking 20 more households
  • Will you be the only person working with me? I am your lead Planner
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Thomas Rogers

Thomas Rogers

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