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Thompson Financial Transitions Inc.

Headquartered in WHITE BEAR LAKE, MN

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Firm Information

Thompson Financial Transitions Inc. is an investment advisor with 1 licensed agent and 1 investment advisor representative. The firm manages approximately $42,958,000 in regulatory assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Thompson Financial Transitions Inc. primarily serves high-net-worth individuals (13 clients, $22,704,000 in assets under management) and individuals other than high-net-worth (128 clients, $20,254,000 in assets under management).

Thompson Financial Transitions Inc.

$42.96M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

THOMPSON FINANCIAL TRANSITIONS INC. has a total of 1 branch locations across the country.
location

WHITE BEAR LAKE, MN

Advisors at Thompson Financial Transitions Inc.

View All 1 Advisors
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Thomas Joseph Thompson

CFC®, RA

WHITE BEAR LAKE, MN

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Disclosures

There are no public disclosures for Thompson Financial Transitions Inc..

Frequently Asked Questions (10)

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