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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thaddeus? Claim Your ProfileThaddeus Winthrop Ingersoll is a financial advisor at Ameriprise Financial Services, LLC in Minneapolis, Minnesota. Thaddeus has been in the industry for over 27 years and has held various roles at several firms, including Questar Capital Corporation, USAllianz Securities, Inc., ING Financial Partners, Inc., Dain Rauscher Incorporated, FSC Securities Corporation, and Norwest Investment Services, Inc. Thaddeus is a registered representative and investment advisor representative in Minnesota. He has earned the Series 6, 7, 9, 10, 24, 63, and 65 licenses, as well as the SIE exam. Thaddeus has experience working with individuals, corporations, trusts, estates, insurance companies, charitable organizations, and pension and profit-sharing plans. He provides a range of financial services including financial planning, asset allocation services, portfolio management, and education seminars.
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.
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2
MN
09/29/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
07/12/2006 - 09/29/2017
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
04/27/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CT
03/02/2001 - 03/29/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NY
12/11/1998 - 02/22/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
GA
01/09/1998 - 12/02/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
11/19/1996 - 10/22/1997
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NJ
07/07/1995 - 11/21/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/1999
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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