Walter Thomas has been an investment adviser representative at GoalFusion Wealth Management since December 2024, and is not listed among the firm’s executive officers or direct owners. Walter Thomas holds a BS in Construction Science from Texas A&M University.
Goalfusion Wealth Management, LLC is a firm with $238M under management, 302 clients and 3 advisers across 5 offices, as of its March 2026 filing.
Walter Thomas is Private Wealth Advisor of GoalFusion Wealth Management. After graduating from college he created his own financial plan to be debt-free in two years and met the goal in 14 months, which led him to change careers into financial planning. He became a SmartVestor Pro.
- Goalfusion Wealth ManagementCurrent– present · 1 yearGeorgetown, TX · Adviser representative · Firm CRD 309756
Professional designations
Listed by GoalFusion Wealth Management
- CFP®
- CKA®
Investment adviser representative registrations
Walter Thomas is registered as an investment adviser representative in Texas, since December 2024.
- TexasSince 10 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Walter Scott Thomas
- CRD
- 7993963
- Firm
- GoalFusion Wealth Management · CRD 309756
- Office
- Georgetown, TX
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goalfusion.com
Where does Walter Thomas work?
Walter Thomas is an investment adviser representative registered through Goalfusion Wealth Management, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Walter Thomas a financial advisor?
Yes. Walter Thomas has a current investment-adviser registration in Texas, through GoalFusion Wealth Management since December 2024.
How many years of experience does Walter Thomas have?
Walter Thomas has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Walter Thomas passed?
Walter Thomas passed the Series 65 in December 2024.
Where is Walter Thomas based?
Walter Thomas’ registered office is in Georgetown, TX.
Is Walter Thomas registered with FINRA?
No. Walter Thomas has no current broker registration.
Is Walter Thomas a CFP?
GoalFusion Wealth Management lists Walter Thomas with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Walter Thomas’ record?
Search CRD 7993963 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Walter Thomas’ full registration record.
