Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Allen Barten is a financial advisor with United Advisors America. Thomas is registered with the state of Minnesota. Thomas's firm also has an office in Prosper, Texas. Thomas has been in the financial industry since 2011, working for U.S. Bancorp Investments, Inc. and Edward Jones. Thomas specializes in providing financial planning services, portfolio management for individuals, and pension consulting services. Thomas is also a licensed insurance agent with Alliance America Corporation.
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.
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
06/09/2021 - Present
United Advisors America (Bloomington MN)
MN
02/12/2013 - 05/11/2021
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
04/28/2011 - 08/02/2012
EDWARD JONES (MANKATO MN)
BOTH
Issued 07/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Thomas Barten is the right advisor for you? Invested Better is here to help.
