Las Vegas, NV Office

Kian Fadaee is a financial advisor with Axos Invest, Inc in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Axos Bank and Wells Fargo. Axos Invest provides automated investment advisory services to individual investors through a digital platform offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification with thematic options and integrates portfolio management with affiliated banking and brokerage entities.

James Thomas is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Axos Invest, Inc. in Las Vegas, NV. He has seven years of industry experience, all with entities affiliated with Axos, including Axos Bank and Axos Invest. Axos Invest, Inc. provides automated discretionary portfolio management to retail individual clients through its website and mobile apps, utilizing model portfolios composed mainly of mutual funds and ETFs, including thematic and digital-asset ETFs. The firm’s investment approach involves lifecycle-based asset allocation models, ongoing monitoring, and options for client customization, supported by its Axos Portfolio Management Group.

Derek Tschudin is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Axos Invest since 2021 and previously at COR Clearing LLC from 2015 to 2021. Axos Invest provides automated investment advisory services to individual investors through a digital platform offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and offers thematic investment options, including digital-asset exposures, while coordinating portfolio management through an internal team and third-party managers.

Tracy Gallman is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Primerica Financial Services and Meeder Investment Management, as well as running Gallman Consulting Group. She also supervises Premier Banking and Lending at Axos Bank. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification, including thematic exposures and tax-loss harvesting, and operates within the Axos Financial group with integrated banking and brokerage services.

Chad Heidzig is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Axos Clearing since 2019 and was previously with Mutual Of Omaha Investor Services, Inc. from 2011 to 2019. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification with options for thematic exposures and tax-loss harvesting, serving a large retail client base through its integrated approach within the Axos Financial group.