Unclaimed
Brian Thomsen is a financial advisor with Cetera Investment Advisers LLC in Wheaton, Minnesota. Brian has been in the financial services industry since January 1997. Brian is registered with the following securities authorities: Financial Industry Regulatory Authority (FINRA), and the states of Arizona, California, Colorado, Florida, Kentucky, Massachusetts, Minnesota, Missouri, Montana, Nevada, New Mexico, North Dakota, Ohio, Oregon, South Dakota, Texas, and Wisconsin. Brian holds the Series 6, Series 7, and Series 63 licenses. Brian is also a Chartered Financial Consultant.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Wheaton MN)
MN
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Wheaton MN)
IA
01/31/1997 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 12/7/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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