Robert Thomasson III

Robert Thomasson III: Email & Phone Number

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Workplace Planning Consultant 1 at Fidelity Investments|Covington, Kentucky, United States

Position:

Workplace Planning Consultant 1 at Fidelity Investments

Location:

Covington, Kentucky, United States

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Last updated: 2026-08-22
Updated: 2026-08-22

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Work Experience 6 years

Workplace Planning Consultant 1 at Fidelity Investments

Jan 2026 - Current

Workplace Planning Associate at Fidelity Investments

May 2025 - Jan 2026

Financial Coach at the Individual, Relational, and Financial Therapy Clinic (I-RAFT) at University of Kentucky

Jan 2025 - May 2025

Valet at Jeff Ruby Culinary Entertainment

Jul 2023 - May 2025

Cooperative Extension Service at University of Kentucky Cooperative Extension Service

Jan 2025 - Apr 2025

Caddie at Lexington Country Club, KY

May 2023 - Jul 2024

Golf Sales Associate at DICK'S Sporting Goods

Aug 2022 - Jul 2023

Package Handler at UPS

Jan 2020 - Sep 2021

Robert Thomasson III started working in 2020, then the employee has changed 6 companies and 7 jobs. On average, Robert Thomasson III works for one company for 11 months.

Their professional focus is 401 (k), Asset Allocation, and Client Counseling across 3 core areas.

Robert holds Series 66 - Uniform Combined State Law Examination, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor's degree at University of Kentucky

Certificate at University of Kentucky

Minor at University of Kentucky

High School Diploma at Louisville Eastern High School

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