Thomas Deppe Jr.
Advisor at Coast Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Coast Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
East Troy, WI 53120
Credentials
Series 63, Series 66
Industry experience
19 years
Thomas Deppe Jr. is a financial advisor with Coast Advisory LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and Breakthru Financial Services LLC, where he also worked as an insurance agent and provided tax preparation services. Coast Advisory LLC is an SEC-registered investment adviser serving trusts, estates, charities, small businesses, and high-net-worth individuals. The firm offers discretionary portfolio management tailored to client objectives and maintains the authority to appoint sub-advisors, supporting a customized investment approach.
Based on Coast Advisory LLC
1.5% annually
$500 per hour
2100 Church St.,, Suite 200
East Troy, WI 53120
Wisconsin
Coast Advisory LLC
2025 - Present (1 year)
Breakthru Financial Services LLC
2024 - 2026 (2 years)
Breakthru Advisory Services LLC
2024 - 2026 (2 years)
OSAIC
2024 - 2024 (1 year)
Woodbury Financial Services, Inc
2011 - 2024 (13 years)
Woodbury Financial Services, Inc
2010 - 2024 (14 years)
TMFD
2006 - Present (20 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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