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Thomas Milton Kucera

BRIGHT INVESTMENTS, LLC·AUBURN, Alabama
Series 7, Series 63, Series 86, Series 87CFAClean record10 years registeredBRIGHT INVESTMENTS, LLC
570 DEVALL DRIVE, AUBURN, AL 36832CRD# 5109954Firm CRD# 269955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Milton Kucera · AUBURN, AL
Registration
CRD #5109954 · BRIGHT INVESTMENTS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

BRIGHT INVESTMENTS, LLC
Nov 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 86
Series 87
Registration record
First registered · November 5, 2015
Years registered · 10
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHT INVESTMENTS, LLC
CRD 269955 · SEC 801-120845
AUM
$132M
Regulatory assets under management
Employees
7
114 client accounts
Services offered by BRIGHT INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
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05

Frequently Asked Questions

What services does Thomas Milton Kucera offer?
Thomas Milton Kucera specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AUBURN, Alabama for a consultation.
What are Thomas Milton Kucera's credentials?
Thomas Milton Kucera holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Milton Kucera located?
Thomas Milton Kucera is based in AUBURN, Alabama, working with BRIGHT INVESTMENTS, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.
How does Thomas Milton Kucera charge for services?
Thomas Milton Kucera's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT INVESTMENTS, LLC?
BRIGHT INVESTMENTS, LLC has approximately 7 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIGHT INVESTMENTS, LLC

John Frederick Bright
AUBURN, AL
Sarah Jane Zink
AUBURN, AL
Stacy Jo Miller
AUBURN, AL

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Research
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