Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Karner is an experienced financial advisor with over 27 years in the industry. Thomas is currently registered with Osaic Wealth, Inc. in Burnsville, Minnesota. Thomas's prior experience includes roles at Securities America, Inc., SII Investments, Inc., New England Securities, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and MONY Securities Corporation. Thomas holds the Series 6, 7, and SIE licenses and is registered with the states of California, Michigan, Minnesota, Texas, and Washington. Thomas's areas of specialization include financial planning, pension consulting, portfolio management, and educational 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.
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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MN
06/14/2024 - Present
Osaic Wealth, Inc. (BURNSVILLE MN)
MN
11/29/2017 - 06/14/2024
SECURITIES AMERICA, INC. (BURNSVILLE MN)
MN
01/05/2015 - 11/29/2017
SII INVESTMENTS, INC. (BURNSVILLE MN)
MN
01/08/2003 - 01/27/2015
NEW ENGLAND SECURITIES (MINNEAPOLIS MN)
IN
05/24/1999 - 01/17/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/24/1999 - 01/17/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/03/1996 - 06/03/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 05/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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