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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Catherine Theissen is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since July 14, 1986. Cynthia is registered to provide investment advice in Minnesota. Cynthia has worked with a variety of firms, including Woodbury Financial Services, Inc., Washington Square Securities, Inc., Dain Bosworth Incorporated, and Piper Jaffray Inc. Cynthia has a strong track record of providing financial advice to clients, including individuals, families, businesses, and trusts.
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.
Asset allocation services
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
01/06/2014 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
02/06/2004 - 07/02/2007
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
CT
02/06/2003 - 12/31/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
01/31/1997 - 01/29/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NA
04/25/1994 - 07/14/1995
DAIN BOSWORTH INCORPORATED
MN
10/25/1984 - 04/12/1994
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/02/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/26/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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