Joseph Patrick Thomas
Investment Adviser Representative at Columbia Advisory Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Patrick Thomas is an investment adviser representative with Columbia Advisory Partners, LLC in Sioux Falls, SD, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Cetera Investment Advisers LLC and Securian Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina, South Dakota, and Texas.
Registrations & licenses
- Investment adviser:
- North Carolina, South Dakota, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Securian Financial Services IncJul 2019 – Aug 2023St Paul, MN
- Minnesota Life Insurance CoJul 2019 – Aug 2023St Paul, MN
- Renaissance FinancialJul 2019 – Jan 2026Phoenix, AZ
- APDO PCJun 2013 – Dec 2016Scottsdale, AZ
- Orion AdvisorJan 2017 – Apr 2017Omaha, NE
- Redtail TechnologyJun 2017 – Jul 2017Chandler, AZ
- University of Nebraska LincolnAug 2016 – May 2019Lincoln, NE
- Cetera Wealth Services, LLCAug 2023 – Jan 2026Phoenix, AZ
- Cetera Investment Advisers LLCAug 2023 – Jan 2026Schaumburg, IL
- Columbia Advisory Partners, LLCFeb 2026 – no end date reportedSpokane, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Columbia Advisory Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, investment strategies, tax planning and optimization, wealth protection and risk management, legacy and estate planning, financial benchmarking, and education savings.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Spokane, WA
- Founded:
- 2004
- SEC file number:
- 801-116703
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 21, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Patrick Thomas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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