Unclaimed
Gage Thomsen is a financial advisor with over 17 years of experience in the financial services industry. Gage is currently registered with Charles Schwab & Co., Inc. and has held previous positions with firms such as Bancwest Investment Services, Inc. and Jackson National Life Distributors LLC. Gage has a strong understanding of financial markets and is committed to providing personalized investment advice to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/13/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
12/16/2016 - 12/13/2019
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
CO
04/06/2015 - 12/19/2016
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
04/30/2012 - 03/19/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
NE
10/03/2008 - 04/23/2012
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
03/12/2008 - 09/26/2008
LPL FINANCIAL CORPORATION (OMAHA NE)
NE
09/11/2008 - 09/16/2008
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
04/02/2007 - 11/05/2007
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
NE
04/22/2006 - 03/22/2007
TD AMERITRADE, INC. (BELLEVUE NE)
NE
10/07/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 12/1/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/3/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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