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Thomas W

Series 65

Dallas, TX

AnalyticEdge Finance

Thomas Wilke is a financial advisor at AnalyticEdge Finance in Dallas, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Goldman Sachs and United Capital Financial Advisers. In addition to his advisory role, he is a licensed agent with World Financial Group, where he sells life insurance products. AnalyticEdge Finance offers comprehensive financial planning and discretionary investment management primarily for individuals and families. The firm utilizes quantitative tools and provides estate planning, risk management, retirement planning, and small-business 401(k) advisory services.

Wealth management Long-term care insurance Founder/Business Owner Approaching retirement Mid-Career Professionals
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