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Thomas Laessig, financial advisor Montgomeryville PA

Thomas Laessig

CRD Number: 1407172
Current Firm: Fidelity Federal Planning Corp.

Thomas Laessig (CRD# 1407172) is an Investment Advisor Representative working at Fidelity Federal Planning Corp. in Montgomeryville, PA and has over 38 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
401k Data Warehouse, LLC Lansdale, PA Jun 2000 - Current 23
Fidelity Federal Planning Corp. Montgomeryville, PA Jun 1995 - Current 28
Fidelity Federal Retirement Plans Montgomeryville, PA Jun 1992 - Dec 2020 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Contact Info for Thomas J. Laessig
105 Montgomery Ave, Suite 1051, P.o. Box 588, Montgomeryville, PA 18936
Phone Number: 267-625-6808
Registered State(s):
  • NJ
  • PA
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Current Firm Details
Fidelity Federal Planning Corp.
Firm's CRD Number: 114873
105 Montgomery Ave, Suite 1051, Montgomeryville, PA 18936
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $104,690
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ, PA

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