Unclaimed
Rustan Cooley Thayer is a financial advisor with over 16 years of experience in the financial services industry. Thayer is currently registered with Osaic Wealth, Inc., and has previously held positions at The Leaders Group, Inc. and Questar Capital Corporation. Thayer is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR) and holds a Series 7 and Series 66 license. Thayer specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.
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
06/28/2024 - Present
Osaic Wealth, Inc. (ST. LOUIS PARK MN)
CO
06/12/2020 - 07/10/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
09/04/2012 - 05/02/2019
QUESTAR CAPITAL CORPORATION (ST. LOUIS PARK MN)
MN
03/02/2011 - 08/13/2012
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
09/10/2008 - 12/31/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
07/28/2006 - 08/26/2008
AMERIPRISE FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
BOTH
Issued 08/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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