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RIA / WealthAdvisorCertified Financial Planner27 years in industry

THOMAS JOHN PIETRACK

Advisor at COHERENT FINANCIAL ADVISERS, LLC

PEORIA, AZ

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Search this name across graphsid dfx:ria:b56799f8-960d-3ea1-c5d9-b37e8b160128

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COHERENT FINANCIAL ADVISERS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 12, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 12, 1999
First registration: Dec 31, 2001
Dual registered: no
Other names: THOMAS J PIETRACK
IAPD individual key: 3144280

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COHERENT FINANCIAL ADVISERS, LLC	State registered	Jan 5, 2016	n/a	yes	PEORIA, AZ	Current employment
WEALTH MANAGEMENT INTERNATIONAL, LTD.	Former SEC adviser	May 29, 2014	Feb 18, 2016	no	PEORIA, AZ	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jun 13, 2013	Apr 21, 2014	no	PHOENIX, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 25, 2007	Jun 21, 2013	no	Phoenix, AZ\|PHOENIX, AZ\|Phoenix, AZ\|Phoenix, AZ	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Sep 12, 2006	Mar 16, 2007	no	SCOTTSDALE, AZ	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 31, 2001	Jul 7, 2005	no	RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTH MANAGEMENT INTERNATIONAL, LTD.	COHERENT FINANCIAL ADVISERS, LLC	Feb 18, 2016	Jan 5, 2016	-44	Firm change after gap	Other
SCHWAB WEALTH ADVISORY, INC.	WEALTH MANAGEMENT INTERNATIONAL, LTD.	Apr 21, 2014	May 29, 2014	38	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Jun 21, 2013	Jun 13, 2013	-8	Channel change	Other
EAGLE STRATEGIES LLC	CHARLES SCHWAB & CO., INC.	Mar 16, 2007	Apr 25, 2007	40	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	EAGLE STRATEGIES LLC	Jul 7, 2005	Sep 12, 2006	432	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153146:281877:AZ:2016-02-18	Feb 18, 2016	Jan 5, 2016	PEORIA, AZ	Firm change after gap

Relationships

Registered with (6)

→ COHERENT FINANCIAL ADVISERS, LLCRegistered adviserregistration: current employment
Jan 5, 2016 to presentfactForm ADV
→ WEALTH MANAGEMENT INTERNATIONAL, LTD.Registered adviserregistration: previous registration
May 29, 2014 to Feb 18, 2016factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jun 13, 2013 to Apr 21, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 25, 2007 to Jun 21, 2013factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Sep 12, 2006 to Mar 16, 2007factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 31, 2001 to Jul 7, 2005factForm ADV

Dated events

No dated event names this entity yet.