Broker Check
Thomas D. Wyatt, JD, CFP® AIF

Thomas D. Wyatt, JD, CFP® AIF

President of Lifetime Financial Growth of Central Ohio, LLC

Tom is the Executive Director of Retirement and Distribution Planning for
Lifetime Financial Growth (LFG). In this role, he leads the retirement
planning initiative for LFG, which is a regional privately-held wealth
management firm with hundreds of representatives, across Pennsylvania,
West Virginia, Kentucky, Michigan, Indiana and Ohio. He also serves as
President of the LFG office in Columbus, OH.

Tom has been working in the areas of Qualified and Non-qualified retirement plans, executive benefit
programs, charitable planning and individual financial planning since 1998. Tom is a multi-year
qualifier and member of Million Dollar Round Table (MDRT), Court of the Table, and Top of the Table.
Tom is a 2003 graduate of the Capital University Law School in Columbus, OH. Tom is admitted to
practice law by the Ohio Bar and the The United States Supreme Court. Tom is also a graduate Magna
Cum Laude of the University of Toledo School of Business, with areas of concentration in Economics,
Finance and Management.


Tom holds the CFP® (Certified Financial Planner®) Certification. The CFP® certification is awarded to
individuals who successfully complete CFP® Board’s initial and ongoing certification
requirements. Individuals certified by CFP® Board have taken the extra step to demonstrate their
professionalism by voluntarily submitting to the rigorous CFP® certification process that includes
demanding education, examination, experience and ethical requirements. Tom also holds the
Accredited Investment Fiduciary (AIF) designation, indicating particular focus in helping retirement
plan sponsors to select and manage their retirement plans and investments available therein.

 

Tom holds the FINRA Series 7, 24 and 63 securities registrations and various insurance licenses. Tom
is a licensed life and health insurance agent, a resident licensee in Ohio, and a nonresident in most
other states. Tom is securities licensed in multiple states.

 

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS) 8425 Pulsar Place, Suite 450, Columbus OH 43240. (614) 785-5100. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. General Agent, The Guardian Life Insurance Company of America (Guardian) New York NY. Retirement & Wealth Planning is not an affiliate or subsidiary of PAS or Guardian. Neither Guardian nor its subsidiaries, representatives, or employees provide tax or legal advice. *Not practicing for Guardian or any subsidiaries or affiliates thereof. 2019-82868 Exp 7/21