Thomas Kiernan
Financial Service Group · Mount Pleasant, Wisconsin
Thomas Kiernan is a fee-only financial advisor at Financial Service Group in Mount Pleasant, Wisconsin, who holds the CFP credential. Financial Service Group reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Service Group |
|---|---|
| Based in | Mount Pleasant, Wisconsin |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $215.0M across 645 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 6745121 |
| Exams passed | Series 63 (2017) · Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.toyourwealth.com |
How Thomas's firm compares
- Financial Service Group's average account is about $333,000, from its Form ADV (assets managed divided by 645 accounts).
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Questions about Thomas
Is Thomas Kiernan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Financial Service Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Financial Service Group, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Kiernan based?
Thomas Kiernan is based in Mount Pleasant, Wisconsin.
What credentials does Thomas Kiernan hold?
Thomas Kiernan holds the CFP credential.
Is Thomas Kiernan registered with the SEC?
Yes. Thomas Kiernan is registered as an investment adviser representative in WI (CRD 6745121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Service Group manage?
Financial Service Group reports $215.0M across 645 accounts in assets under management.
How do I contact Thomas Kiernan?
Through Thomas's website, www.toyourwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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