Thompson Financial Transitions Inc.

Thompson Financial Transitions Inc. (CRD# 322562) is a financial advisory firm headquartered in White Bear Lake, MN. They manage $37,750,000 in 257 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1895 County Rd E E, Suite 214, White Bear Lake, MN 55110
https://www.thompsonfinancialtransitions.com/
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $146,887
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, OK, WI

Financial Advisors at Thompson Financial Transitions Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Thompson, financial advisor White Bear Lake MN
Thomas J. Thompson
CRD#: 2687240
1895 County Rd E E, Suite 214, White Bear Lake, MN 55110

Thomas Thompson (CRD# 2687240) is an Investment Advisor Representative working at Thompson Financial Transitions Inc. in White Bear Lake, MN and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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