Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Endersbe is a financial advisor with Osaic Wealth, Inc. with over 36 years of experience in the industry. Thomas is a Certified Financial Planner™ and has a Series 7, Series 24, and Series 63 licenses. Thomas is also a Registered Investment Advisor in Minnesota, Texas and Florida. He is registered with FINRA and a member of the Securities Industry and Financial Markets Association (SIFMA). Thomas specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Thomas is committed to helping clients achieve their financial goals and has a strong reputation for providing personalized service.
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
09/01/2023 - Present
Osaic Wealth, Inc. (Minnetonka MN)
MN
11/12/2009 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST LOUIS PARK MN)
MN
08/10/1989 - 11/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
08/10/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
09/24/1985 - 02/25/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
09/24/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 10/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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