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Thomas Stuart Breitbach

VIVID WEALTH MANAGEMENT, LLC·WEST DES MOINES, Iowa
SIE, Series 7, Series 24, Series 63, Series 65CFAClean record11 years registeredVIVID WEALTH MANAGEMENT, LLC
2600 WESTOWN PARKWAY, WEST DES MOINES, IA 50266CRD# 6438895Firm CRD# 322974

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Stuart Breitbach · WEST DES MOINES, IA
Registration
CRD #6438895 · VIVID WEALTH MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

VIVID WEALTH MANAGEMENT, LLC
Nov 2022 – present
BROKERS FINANCIAL
Feb 2015 – Oct 2022
West Des Moines, IA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 4, 2015
Years registered · 11
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VIVID WEALTH MANAGEMENT, LLC
CRD 322974 · SEC 801-126577
AUM
$172M
Regulatory assets under management
Employees
2
930 client accounts
Services offered by VIVID WEALTH MANAGEMENT, LLC
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 VIVID WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Thomas Stuart Breitbach offer?
Thomas Stuart Breitbach specializes in Financial Planning, Investment Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Thomas Stuart Breitbach's credentials?
Thomas Stuart Breitbach holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Stuart Breitbach located?
Thomas Stuart Breitbach is based in WEST DES MOINES, Iowa, working with VIVID WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Thomas Stuart Breitbach charge for services?
Thomas Stuart Breitbach'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 VIVID WEALTH MANAGEMENT, LLC?
VIVID WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIVID WEALTH MANAGEMENT, LLC

Cameron Dale Mccarty
WEST DES MOINES, IA

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