Thomas Mark Douglass
Advisor at Douglass Investment Group — Wichita, KS
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
CFP®, Series 66
Experience Industry experience
28 years
Location
Wichita, KS 67206
Douglass Investment Group
Supported
Total advisors
2Clients per advisor
71 HighAvg AUM per client
$1,147,887 HighHNW client ratio
39% HighThomas Douglass is a CFP® with 27 years of industry experience, currently serving as CEO and managing partner at Douglass Investment Group. His prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Outside of advisory work, he is also an insurance agent. Douglass Investment Group LLC is an SEC-registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and banking institutions. The firm’s investment approach is tailored to clients’ time horizons and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with most accounts managed on a discretionary basis.
1% annually, charged quarterly in advance
Account minimum: $500,000
Wichita, KS
9412 East Central Avenue
Wichita KS 67206
Advisors at this office
2
Kansas · Texas
28 years of industry experience
Douglass Investment Group LLC
2024 - Present • 2 years
Wichita, KS
Douglass Investment Group
2021 - 2024 • 3 years
Wichita, KS
Douglass Wealth Management, LLC
2017 - 2024 • 7 years
Wichita, KS
Raymond James Financial Services Advisors Inc.
2017 - 2024 • 7 years
Wichita, KS
Raymond James Financial Services
2017 - 2024 • 7 years
Wichita, KS
Wells Fargo Advisors
2015 - 2017 • 2 years
Wichita, KS
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
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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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