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Thai-thomas Hoa Tran

Fortuna Wealth Management

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About Thai-thomas Hoa Tran

Thai-thomas Tran Hoa is a financial advisor with over 4 years of experience in the industry. Thai-thomas has worked with Ameriprise Financial and currently is with Fortuna Wealth Management. Thai-thomas is registered to offer investment advice in California, Illinois, Minnesota and Texas. Thai-thomas provides financial planning and portfolio management services for individuals and publishes financial education materials. Thai-thomas is a Certified Financial Planner. Thai-thomas also owns Fortuna Foundation LLC, which offers non-investment related financial education services.

Firm Information

Thai-thomas Tran is currently registered with Fortuna Wealth Management. Fortuna Wealth Management is a financial advisor that provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also publish periodicals and select other advisors for their clients. They manage approximately $6,492,785 in assets for 61 clients. Fortuna Wealth Management is registered with the SEC and is based in [Main office address].

$6.49M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thai-thomas Tran’s Registration & Firm History

IL

03/20/2023 - Present

Fortuna Wealth Management (CHICAGO IL)

MN

07/19/2018 - 08/19/2021

AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MN

07/18/2017 - 08/14/2017

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/03/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thai-thomas Hoa Tran.
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