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Thomas Arthur Payant

AMERICAN PLANNING SERVICES, INC.·SUN CITY CENTER, Florida
SIE, Series 1, Series 7, Series 24, Series 63, Series 6622 years registeredAMERICAN PLANNING SERVICES, INC.
1653 SUN CITY CENTER PLAZA, SUN CITY CENTER, FL 33573CRD# 845353Firm CRD# 134854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Arthur Payant · SUN CITY CENTER, FL
Registration
CRD #845353 · AMERICAN PLANNING SERVICES, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

OSAIC WEALTH, INC.
Jan 2025 – present
PAYANT WEALTH MANAGEMENT GROUP
Jul 2004 – Jan 2025
SUN CITY CENTER PLAZA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · July 1, 2004
Years registered · 22
03

Disclosure History

2022Customer Dispute·Withdrawn
2006Customer Dispute·Settled
2006Employment Separation After Allegations
2003Customer Dispute·Denied
2003Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
AMERICAN PLANNING SERVICES, INC.
CRD 134854 · SEC 801-113231
AUM
$236M
Regulatory assets under management
Employees
6
618 client accounts
Services offered by AMERICAN PLANNING SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMERICAN PLANNING SERVICES, INC. →
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05

Frequently Asked Questions

What services does Thomas Arthur Payant offer?
Thomas Arthur Payant specializes in Financial Planning, Investment Management. Contact their office in SUN CITY CENTER, Florida for a consultation.
What are Thomas Arthur Payant's credentials?
Thomas Arthur Payant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Arthur Payant located?
Thomas Arthur Payant is based in SUN CITY CENTER, Florida, working with AMERICAN PLANNING SERVICES, INC.. Their office serves clients in the SUN CITY CENTER metropolitan area and surrounding communities.
How does Thomas Arthur Payant charge for services?
Thomas Arthur Payant's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN PLANNING SERVICES, INC.?
AMERICAN PLANNING SERVICES, INC. has approximately 6 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERICAN PLANNING SERVICES, INC.

Martin Jay Mulligan
SUN CITY CENTER, FL
CFP
Glenn Krcmaric
SUN CITY CENTER, FL

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