Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas James Schlipmann is a registered Investment Advisor Representative with Curi RMB Capital, LLC. Thomas James Schlipmann is based in CHICAGO, IL, and has been in the industry for 23 years. Thomas James Schlipmann is active in the state of Illinois. Thomas James Schlipmann is associated with Curi RMB Capital, LLC since June 21, 2007. Before Curi RMB Capital, LLC, Thomas James Schlipmann was employed at PMG Securities Corporation. Thomas James Schlipmann holds the Series 6 and Series 65 licenses. The Curi RMB Capital, LLC firm specializes in providing portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies and portfolio management for pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
06/21/2007 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IL
03/18/2004 - 04/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
11/13/2003 - 02/26/2004
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 06/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Thomas Schlipmann is the right advisor for you? Invested Better is here to help.
