Thomas Van Dellen, financial advisor So Holland IL

Thomas Van Dellen

CRD Number: 2409457
Current Firm: Cetera Investment Advisers LLC

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.

Similar Advisors
Charles Melka, financial advisor So Holland IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor So Holland IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Alexander Bass, financial advisor So Holland IL
Alexander Bass
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
Contact Info for Thomas A. Van Dellen
Phone Number: 310-257-7880
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.