Unclaimed
Ricky Thorson is a financial advisor at The Huntington Investment Co. based in Plymouth, MN. Ricky has been a registered financial advisor since 2014 and has over 10 years of experience in the financial services industry. Ricky has a broad range of experience, having worked for several firms including LPL Financial, BMO Harris Financial Advisors, Inc., and JPMorgan Securities. Ricky is also a Series 7, 63 and 66 licensed representative. Ricky specializes in providing portfolio management for individuals and businesses, and he also offers financial planning services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
01/22/2024 - Present
THE Huntington Investment Co. (Plymouth MN)
WI
07/31/2023 - 01/18/2024
U.S. BANCORP INVESTMENTS, INC. (MADISON WI)
WI
03/24/2021 - 08/01/2023
LPL FINANCIAL LLC (MADISON WI)
WI
01/03/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)
WI
02/04/2014 - 03/09/2017
J.P. MORGAN SECURITIES LLC (MADISON WI)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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