Thomas Van Dellen (CRD# 2409457) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in So Holland, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Financial Specialists LLC | Schaumburg, IL | May 2021 - Current | 2 |
Cetera Investment Advisers LLC | Schaumburg, IL | May 2021 - Current | 2 |
Stepping Stone Financial Inc. | S Holland, IL | May 2021 - Current | 2 |
Thomas Van Dellen | Frankfort, IL | Nov 1993 - Current | 30 |
The Prudential Insurance Company Of America | Frankfort, IL | Sep 2017 - May 2021 | 3 |
Pruco Securities, LLC | Frankfort, IL | Aug 2017 - May 2021 | 3 |
Various Insurance Carriers For W&r Insurance Agencies | Frankfort, IL | Mar 2016 - Aug 2017 | 1 |
Waddell & Reed Inc. | Orland Park, IL | Sep 2015 - Aug 2017 | 1 |
Holiday & Orland Park Limousine Service | Mokena, IL | Apr 2015 - Aug 2016 | 1 |
Unemployed | Frankfort, IL | Apr 2015 - Sep 2015 | < 1 |
Premier Inc. | Charlotte, NC | Jan 2002 - Apr 2015 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- IL
-
Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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