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Thomas Wayne Cash

Advisor at Cambridge Investment Research Advisors — Cheyenne, WY

Updated today

Credentials

Series 63, Series 65

Experience

9 years

Location

Cheyenne, WY 82009

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Thomas Cash is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Cambridge Investment Research, Inc. since 2016 and maintains roles with ManPower/Broadcom and Bob Glotzer & Associates. Outside of advising, he owns Fire Builder Labs, a software development company, and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements tailored to client objectives.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Cheyenne, WY

612 E Longhorn Rd

Cheyenne WY 82009

Advisors at this office

1

Most active in

Colorado · Texas · Wyoming

Work history

9 years of industry experience

Cambridge Investment Research Advisors

2025 - Present • 1 year

Fairfield, IA

Cambridge investment Research, Inc

2016 - Present • 10 years

Fairfield, IA

ManPower/ Broadcom

2016 - Present • 10 years

Fort Collins, CO

Bob Glotzer & Associates

2008 - Present • 18 years

Cheyenne, WY

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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Jonas C

Series 66

Cheyenne, WY

Net Income LLC

Jonas Champion is the sole advisor at Net Income LLC in San Rafael, CA, holding a Series 66 designation with 17 years of industry experience. He is the 100% owner of Sprout Sprawl LLC and JTC International, businesses he has operated concurrently with his advisory role. Net Income LLC provides advisory and financial planning services primarily to individual clients, trusts, estates, and business entities. The firm offers tailored, one-on-one consulting engagements and refers clients to third-party money managers for ongoing portfolio management, generally without exercising discretionary authority over client accounts.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments Real estate investing Annuities Options & derivatives strategies
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Miranda E

CFP®, Series 63, Series 65

Cheyenne, WY

Ball & Company

Miranda Eisele is a CFP® with 13 years of industry experience, currently serving as an advisor at Ball & Company since 2021. She previously worked at Ball and Company fka REED & BALL, INC. from 2012 to 2021. Ball & Company Wealth Management provides comprehensive financial planning, consulting, and discretionary investment management to individual clients, including high net worth households, as well as corporations and other business entities. The firm manages approximately $203 million in assets and employs a combined approach of fundamental, technical, and cyclical analysis across a diverse range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Rosalyn B

Series 63, Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
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Candice W

Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
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Klinton K

Series 66

Cheyenne, WY

TCP Asset Management, LLC

Klinton Krieger is a financial advisor at TCP Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TCP Asset Management since 2020. Prior to that, he was with Wells Fargo Clearing Services and Wells Fargo Advisors. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring strategies to client goals and utilizing multiple sub-advisers and platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jillianne W

Series 63, Series 66

Cheyenne, WY

Stonex Advisors Inc.

Jillianne Wilkinson is a financial advisor at StoneX Advisors Inc. in Cheyenne, WY, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2017. Outside of her advisory role, she teaches Federal Employee Retirement Benefits classes to local federal employees and serves as Deputy Manager and Secretary Treasurer of RTS Enterprises, LLC, which supports a martial arts school. StoneX Advisors Inc. provides portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed portfolios, proprietary model solutions, and third-party managers, supported by platforms like Envestnet and Advyzon.

ESG / Sustainable investing
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