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Brent Dalton Thoman

CVFG LLC·SHELBYVILLE, Indiana
SIE, Series 7, Series 24, Series 63, Series 65Clean record21 years registeredCVFG 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 · 21 years registered
Brand Profile
Not yet started
01

Career History

COREVISION FINANCIAL GROUP
May 2023 – present
LPL FINANCIAL LLC
Nov 2023 – Nov 2023
NASHVILLE, IN
LPL FINANCIAL LLC
Jul 2014 – Nov 2023
NASHVILLE, IN
LINCOLN FINANCIAL SECURITIES CORPORATION
Jul 2005 – Jul 2014
SHELBYVILLE, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 28, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CVFG LLC
CRD 325310 · SEC 801-127739
AUM
$298M
Regulatory assets under management
Employees
11
1,407 client accounts
Services offered by CVFG LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CVFG LLC →
Introduction

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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

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

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