Thomas John Portz, CFP

Overview

Thomas John Portz is an insurance agent, a registered representative and an investment adviser representative based in Brookfield, WI, with 42 years in the industry.

Years in the industry

42

States licensed

2

States registered

21

Carrier appointments

10

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 2 states
• Registered in 21 states

• Agent
• Life Agent Individual
• Producer
• Series 24
• Series 3
• Series 4
• Series 52TO
• Series 53
• Series 63
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Berthel, Fisher & Company Financial Services, Inc.Current firm
• Sterling Capital Management IncCurrent firm

Employment history since 1983

Carriers

10 active carrier appointments

Book and practice

Firm assets under management on file