Thomas Maher
Advisor at WealthMark
Updated today
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.
About
Thomas Maher is a CFP® with 11 years of industry experience, currently serving as the sole advisor at WealthMark in Papillion, NE. He has worked with WealthMark since 2016 and concurrently holds a senior role as Director of Implementations at Orion Advisor Services, a portfolio accounting solutions provider. WealthMark offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm’s investment approach emphasizes fundamental analysis combined with passive, long-term buy-and-hold strategies, primarily using diversified mutual funds and ETFs.
Expertise
Based on WealthMark
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
Fee options
1.00% annually
Location
Papillion, NE
Most active in
Thomas M has reported serving >5 clients in these states in the last 12 months.
Nebraska
Work history
Wealthmark, Inc.
2016 - Present (10 years)
Orion Advisor Services, LLC
2010 - Present (16 years)
CLS Investments, LLC
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chad B
Series 65
Omaha, NE
Reserve Wealth Planning
Eric H
CFP®, Series 66
Papillion, NE
ARC Element Wealth Design
Daniel T
Series 63, Series 65
Gretna, NE
First Class Wealth Management LLC
Jason W
CFA®, Series 63
Omaha, NE
Longview Investment Management LLC
Sherry T
Series 65
Omaha, NE
Doctors Family Office LLC
Robert B
Series 63, Series 65
Omaha, NE
Legacy Estate Planning Group, Inc.
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