Thomas
Phelan

Blue Monarch Financial Inc

CRD#7884042
Investment Advisor
in Greenville, TX

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About this Advisor

Thomas Phelan is a financial advisor based in Greenville, Texas, working with Blue Monarch Financial Inc. Thomas has previously held positions at Impact Partnership Wealth, LLC, Dell Technlogies, Kovarus, and Blue Monarch Financial Inc. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Thomas is part of Blue Monarch Financial Inc.

Certifications and Registrations

Series 65

Office Location

2418 Lee Street Suite 130
Greenville, TX 75401

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Thomas Phelan Work History

2024 - Present (1 year)

Impact Partnership Wealth, LLC

2024 - Present (1 year)

Blue Monarch Financial Inc

2016 - 2023 (7 years)

Dell Technlogies

2013 - 2016 (3 years)

Kovarus

Disclosures

Please visit the SEC profile of Thomas Phelan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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