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Brent Dalton Thoman

CVFG LLC·SHELBYVILLE, Indiana
Clean recordCVFG LLC
2177 INTELLIPLEX DR. STE 201, SHELBYVILLE, IN 46176CRD# 3273201Firm CRD# 325310

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brent Dalton Thoman · SHELBYVILLE, IN
Registration
CRD #3273201 · CVFG LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brent Dalton Thoman is a registered financial advisor based in SHELBYVILLE, Indiana, affiliated with CVFG LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CVFG LLC
COREVISION FINANCIAL GROUP
AUM
$298M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CVFG LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3273201
Firm CRD# 325310
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brent Dalton Thoman offer?
Brent Dalton Thoman specializes in Financial Planning, Investment Management. Contact their office in SHELBYVILLE, Indiana for a consultation.
What are Brent Dalton Thoman's credentials?
Brent Dalton Thoman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Dalton Thoman located?
Brent Dalton Thoman is based in SHELBYVILLE, Indiana, working with CVFG LLC. Their office serves clients in the SHELBYVILLE metropolitan area and surrounding communities.
How does Brent Dalton Thoman charge for services?
Brent Dalton Thoman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CVFG LLC?
CVFG LLC has approximately 11 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CVFG LLC

Jason Busald Pike
SHELBYVILLE, IN
Beau M Browning
SHELBYVILLE, IN
Grant Marshall Reeves
SHELBYVILLE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
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City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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