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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mc millen is an active Registered Representative and Investment Advisor Representative. Thomas Mc millen has been in the industry since January 3, 1994. Currently, Thomas Mc millen is registered with Ameriprise Financial Services, LLC. The firm's main office is located in Minneapolis, Minnesota and has offices in Wichita, Kansas. Thomas Mc millen has been registered with Ameriprise Financial Services, LLC since September 2005. Prior to that, Thomas Mc millen was registered with IDS LIFE INSURANCE COMPANY. Thomas Mc millen has a Series 63, Series 7, and SIE license and holds registrations in multiple states. Thomas Mc millen specializes in portfolio management, financial planning, pension consulting, and asset allocation. Thomas Mc millen has experience working with a variety of clients, including individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans.
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.
1
2
KS
09/19/2018 - Present
Ameriprise Financial Services, LLC (WICHITA KS)
MN
01/04/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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