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Dennis Cleveland Thompson III

Advisor at LPL Financial — Columbus, GA Bankers Blvd

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Columbus, GA 31909

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Dennis Thompson III is a financial advisor with LPL Financial in Columbus, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at CUNA Brokerage Services, Inc. and Cuna Mutual Insurance Society, where he has worked since 2006, as well as experience with Jones, Byrd & Attkisson, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he owns a business entity, Dennis C Thompson Elan Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a broad network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Columbus, GA Bankers Blvd

4811 Bankers Blvd

Columbus GA 31909

Advisors at this office

1

Most active in

Georgia

Work history

28 years of industry experience

LPL Financial

2022 - Present • 4 years

Columbus, GA

CUNA Brokerage Services, Inc.

2006 - Present • 20 years

Waverly, IA

Cuna Mutual Insurance Society

2006 - Present • 20 years

Waverly, IA

Jones, Byrd, & Attkisson, Inc.

2004 - 2006 • 2 years

Columbus, GA

Wells Fargo Clearing

2003 - 2004 • 1 year

Columbus, GA

Prudential Equity Group, LLC

2003 - 2003 • 1 year

Columbus, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ashish D

Series 65

Columbus, GA

Mars Capital Management LLC

Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Active portfolio management Concentrated stock management
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Cedric B

ChFC®, Series 63

Phenix City, AL

Cedric Deon Bean Enterprises LLC

Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.

General retirement planning Social Security optimization Medicare planning Wealth management Life insurance needs analysis Founder/Business Owner Executive Approaching retirement Established Professionals
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Brent H

Series 66

Columbus, GA

Fluid Financial Planning, LLC

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at an independent firm based in Columbus, GA. Fluid Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm primarily uses passive, asset-class diversified portfolios with low-cost index funds and ETFs, complemented by multiple analytical methods, and offers ongoing planning access through a fixed monthly subscription.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Christopher H

Series 65

Columbus, GA

Hunter Financial Planning

Christopher Hunter is a financial advisor at Hunter Financial Planning in Columbus, GA. He holds a Series 65 designation and has experience in the financial and payments industry through roles at Kyndryl, Inc. and TSYS/Global Payments. Hunter Financial Planning provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm combines comprehensive planning with portfolio management using an asset-allocation framework based on passive ETFs, model portfolios, and Modern Portfolio Theory, offering a variety of fee arrangements and selecting outside advisers to manage client assets.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) Consultant
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Tyler T

CFP®, CFA®, Series 65

Columbus, GA

Townsend Wealth Management

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Burnett T

CFP®, Series 65

Columbus, GA

Townsend Wealth Management

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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