Thomas Eifler has been an investment adviser representative at WealthTrust Asset Management since June 2018, and is not listed among the firm’s executive officers or direct owners.
Wealthtrust Asset Management, LLC is a Destin, FL firm with $217M under management, 256 clients and 5 advisers across 3 offices, as of its September 2026 filing.
Thomas Eifler’s longest registration was 10 years at Ic Advisory Services, Inc. (2006–2016). Before joining WealthTrust Asset Management in 2018, Thomas Eifler was registered through Valiant Wealth Management and Ic Advisory Services, Inc.
- Peak American Investment Advisors, Inc.– · under a yearPlano, TX · Adviser representative · Firm CRD 145056
- – present · 8 yearsPlano, TX · Adviser representative · Firm CRD 174901
- Valiant Wealth Management– · 1 yearPlano, TX · Adviser representative · Firm CRD 288262
- Ic Advisory Services, Inc.– · 10 yearsBedminster, NJ · Adviser representative · Firm CRD 140190
- The Investment Center, Inc.– · 5 yearsPlano, TX · Adviser representative · Firm CRD 17839
Investment adviser representative registrations
Thomas Eifler is registered as an investment adviser representative in Texas, since June 2018.
- TexasSince 28 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 November 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 1988 |
| Series 7 | General Securities Representative Examination | 16 April 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Ohearn Eifler
- CRD
- 1817915
- Firm
- WealthTrust Asset Management · CRD 174901
- Office
- 101 E Park Blvd, Suite 1100, Plano, TX 75074
- Registration
- Investment adviser registration
- In the industry since
- February 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Eifler work?
Thomas Eifler is an investment adviser representative registered through Wealthtrust Asset Management, LLC since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Eifler a financial advisor?
Yes. Thomas Eifler has a current investment-adviser registration in Texas, through WealthTrust Asset Management since June 2018.
How many years of experience does Thomas Eifler have?
Thomas Eifler has 37 years in the financial industry, since February 1989, across 5 adviser firms.
What exams has Thomas Eifler passed?
Thomas Eifler has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 1988. FINRA credited Thomas Eifler with the SIE, which began in October 2018.
Where did Thomas Eifler work before WealthTrust Asset Management?
Before WealthTrust Asset Management, Thomas Eifler was registered through Ic Advisory Services, Inc., June 2006 to December 2016; The Investment Center, Inc., January 2001 to June 2006.
Where is Thomas Eifler based?
Thomas Eifler’s registered office is in Plano, TX.
Is Thomas Eifler registered with FINRA?
No. Thomas Eifler has no current broker registration.
How can I verify Thomas Eifler’s record?
Search CRD 1817915 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Eifler’s full registration record.
