Paladin Research Report For:

Homestead Wealth Management

413 E. Foothill Blvd Suite 100
San Dimas, CA 91773

About Thomas Sandkamp

Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. The LPL investment advisor representatives offer securities and advisory services through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

See Disclosures

General Information

Firm Start Year
  • 2020
No. of Employees
  • 10-19
  • 2150538
Firm CRD#
  • 6413
Insurance License#
  • CA Insurance Lic. #0819047
Name of Broker/Dealer
  • LPL Financial
States Licensed in
  • CA
Number of Years with Current Firm
  • 7
Work with the following types of clients
  • Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
  • Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals


Registered Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CIMA®, ChFC®, AIF®
Securities Licenses
  • Series 63, Series 7, Series 65, Series 66
Insurance and Annuity Licenses
  • Disability, Annuity, Life, Variable Annuity

Firm Information

Firm's Number of Clients
  • 184
Assets Managed by Firm
  • 108,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Flat Fee, Commissions, Based on Assets, Hourly
Fee % Based on Assets
  • .93%

Disclosures provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures