Thomas
Kurkewicz
Sofi Wealth LLC
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About this Advisor
Thomas Kurkewicz is a financial advisor based in Jacksonville, Florida, working with Sofi Wealth LLC. Thomas has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Columbia Bank, Uber Eats, Lowes Home Improvement, Caravella Demoliton, Waters Landscaping And Vinyl Manufacturing, Sofi Securities, LLC, and Sofi Wealth, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Thomas is part of Sofi Wealth LLC, which operates out of Jacksonville, Florida. The firm has 4 offices and 80 employees. The firm manages assets totaling $1.5 billion and offers services including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC is asset-based.
Certifications and Registrations
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Fee Structure
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Sofi Wealth LLC Brokerage Details
$1,475,104,376
80
279,216
$5,283
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thomas Kurkewicz Work History
Sofi Securities, LLC
Sofi Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Columbia Bank
Uber Eats
Lowes Home Improvement
Caravella Demoliton
Waters Landscaping And Vinyl Manufacturing
Lowes Home Improvement
Disclosures
Please visit the SEC profile of Thomas Kurkewicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sofi Wealth LLC
Salt Lake City, UT
Salt Lake City, UT
San Francisco, CA
Bend, OR
Jacksonville, FL
San Francisco, CA
Salt Lake City, UT
San Francisco, CA
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