James N. Thomas,  CFP<sup>&reg;</sup> - Financial Advisor

James N. Thomas, CFP®

President

Thomas Financial Planning

5738 S Black Oak Lake Rd
Land O Lakes, WI 54540
(715) 547-3667

General

James Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Thomas Financial Planning in Land O Lakes, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Retirement

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