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Thomas R

Series 63, Series 65

Okemos, MI

Cardinal Financial Consultants, LLC

Thomas Repaskey is a financial advisor at Cardinal Financial Consultants, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Share Wealth Management, LLC and Sigma Planning Corporation. Outside of advising, he is president of CarsINC, a nonprofit that donates cars to single mothers to support their employment. Cardinal Financial Consultants, LLC is a single-advisor independent firm managing approximately $18 million for about 84 clients. The firm serves individuals, high-net-worth clients, qualified plans, trusts, estates, and businesses, offering discretionary and non-discretionary portfolio management using a blended investment approach that incorporates fundamental, technical, and timing analysis, and includes traditional investments, option contracts, and insurance products.

Options & derivatives strategies Active portfolio management Tax-loss harvesting
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