Thomas Leroy Deppe Jr.
Advisor at Coast Advisory LLC — East Troy, WI
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.
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.
Credentials
Series 63, Series 66
Experience Industry experience
20 years
Location
East Troy, WI 53120
Coast Advisory LLC
Supported
Total advisors
2Clients per advisor
272 Very HighAvg AUM per client
$222,505 Very LowHNW client ratio
4% Very LowThomas Deppe Jr. is the sole advisor at Coast Advisory LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for over a decade and has engaged in insurance and tax preparation activities through Breakthru Financial Services LLC. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a variety of analytical methods and investment strategies, including options and alternative investments, and may appoint sub-advisors to manage client accounts.
1.5% annually for all assets under management
$500 per hour for financial planning and consulting
East Troy, WI
2100 Church St., Suite 200
East Troy WI 53120
Advisors at this office
2
Wisconsin
20 years of industry experience
Coast Advisory LLC
2025 - Present • 1 year
East Troy, WI
Breakthru Financial Services LLC
2024 - 2026 • 2 years
Mukwonago, WI
Breakthru Advisory Services LLC
2024 - 2026 • 2 years
Mukwonago, WI
OSAIC
2024 - 2024 • 1 year
Mukwonago, WI
Woodbury Financial Services, Inc
2011 - 2024 • 13 years
Woodbury, MN
Woodbury Financial Services, Inc
2010 - 2024 • 14 years
Woodbury, MN
TMFD
2006 - Present • 20 years
Mukwonago, WI
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Insurance agent
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Bank
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Trust company
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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
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Other specialized services
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