Unclaimed Profile

Thomas Francis Nee

F3LOGIC, LLC·BURNSVILLE, Minnesota

SIE, Series 7, Series 24, Series 63, Series 6529 years registeredF3LOGIC, LLC

11980 PORTLAND AVENUE SOUTH, BURNSVILLE, MN 55337CRD# 2049953Firm CRD# 289863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Francis Nee · BURNSVILLE, MN

Registration

CRD #2049953 · F3LOGIC, LLC · 29 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Aug 2024 – present

GALLAGHER FIDUCIARY ADVISORS, LLC

Jul 2023 – present

F3LOGIC, LLC

Nov 2017 – May 2023

Wakefield, MA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Oct 2007 – Nov 2017

WAKEFIELD, MA

COMPASS POINT RETIREMENT PLANNING, INC.

Mar 1997 – Sep 2023

WAKEFIELD, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 5, 1997

Years registered · 29

Disclosure History

2003Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

F3LOGIC, LLC

CRD 289863 · SEC 801-111836

AUM

$843M

Regulatory assets under management

Employees

4,092 client accounts

Services offered by F3LOGIC, 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 F3LOGIC, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Francis Nee offer?

Thomas Francis Nee specializes in Financial Planning, Investment Management. Contact their office in BURNSVILLE, Minnesota for a consultation.

What are Thomas Francis Nee's credentials?

Thomas Francis Nee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Francis Nee located?

Thomas Francis Nee is based in BURNSVILLE, Minnesota, working with F3LOGIC, LLC. Their office serves clients in the BURNSVILLE metropolitan area and surrounding communities.

How does Thomas Francis Nee charge for services?

Thomas Francis Nee'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 F3LOGIC, LLC?

F3LOGIC, LLC has approximately 28 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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